Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q4 2023
Institutional positions in Salesforce, Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,600
- +344 vs. Q3 2023
- Shares held
- 782.8M
- +19.2M (+2.5%) vs. Q3 2023
- Total value
- $204.8B
- +$50.0B (+32.3%) vs. Q3 2023
- New holders
- 442
- 987 more added
- Sold out
- 98
- 909 more reduced
37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Investment Advisors | 100,638 | $26.5M | 1.52% | +1,641+1.7% | Added |
| Capital International Ltd | 100,456 | $26.4M | 1.36% | +20,571+25.8% | Added |
| NS Partners Ltd | 100,328 | $26.4M | 1.28% | −80−0.1% | Reduced |
| MayTech Global Investments, LLC | 99,755 | $26.2M | 5.31% | +176+0.2% | Added |
| Thomasville National Bank | 99,169 | $26.1M | 2.31% | −1,120−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 98,292 | $25.9M | 1.42% | −239−0.2% | Reduced |
| Brinker Capital Investments, LLC | 97,920 | $25.5M | 0.30% | −2,615−2.6% | Reduced |
| Orion Portfolio Solutions, LLC | 97,920 | $25.5M | 0.30% | −2,615−2.6% | Reduced |
| Kestra Advisory Services, LLC | 96,078 | $25.3M | 0.21% | −2,467−2.5% | Reduced |
| ClariVest Asset Management LLC | 95,805 | $25.2M | 1.40% | +16,148+20.3% | Added |
| Wealthfront Advisers LLC | 95,434 | $25.1M | 0.10% | +2,506+2.7% | Added |
| Atria Investments LLC | 95,149 | $25.0M | 0.39% | −1,019−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 94,409 | $24.8M | 1.46% | −20,293−17.7% | Reduced |
| Walleye Capital LLC | 93,868 | $24.7M | 0.35% | +93,868 | New |
| Chilton Capital Management LLC | 93,860 | $24.7M | 1.26% | −764−0.8% | Reduced |
| Toroso Investments, LLC | 92,725 | $24.4M | 0.58% | +992+1.1% | Added |
| RDST Capital LLC | 92,165 | $24.3M | 7.73% | +1,885+2.1% | Added |
| Tiaa Trust, National Association | 91,990 | $24.2M | 0.08% | +6,609+7.7% | Added |
| Braun Stacey Associates Inc | 91,679 | $24.1M | 1.08% | −2,811−3.0% | Reduced |
| Boston Family Office LLC | 91,161 | $24.0M | 1.80% | −227−0.2% | Reduced |
| Stephens Inc | 90,629 | $23.8M | 0.41% | −1,119−1.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 90,000 | $23.7M | 0.32% | +5,000+5.9% | Added |
| Alta Park Capital, LP | 89,815 | $23.6M | 2.43% | +89,815 | New |
| Crossmark Global Holdings, Inc. | 89,468 | $23.5M | 0.49% | −7,212−7.5% | Reduced |
| Umb Bank N A | 89,439 | $23.5M | 0.34% | +464+0.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 87,736 | $23.1M | 0.48% | −371−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 87,557 | $23.0M | 0.98% | −1,617−1.8% | Reduced |
| Achmea Investment Management B.V. | 87,214 | $22.9M | 0.47% | −2,203−2.5% | Reduced |
| Vancity Investment Management Ltd | 86,432 | $22.7M | 3.33% | −56,016−39.3% | Reduced |
| Cambridge Trust Co | 85,748 | $22.6M | 0.94% | −3,125−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 85,052 | $22.4M | 0.85% | −180.0% | Reduced |
| Prio Wealth Limited Partnership | 85,019 | $22.4M | 0.77% | −4,659−5.2% | Reduced |
| Elo Mutual Pension Insurance Co | 84,949 | $22.4M | 0.60% | +3,429+4.2% | Added |
| Pittenger & Anderson Inc | 84,828 | $22.3M | 1.00% | +441+0.5% | Added |
| Kingsview Wealth Management, LLC | 84,732 | $22.3M | 0.67% | +13,322+18.7% | Added |
| Ithaka Group LLC | 84,650 | $22.3M | 4.40% | −1,205−1.4% | Reduced |
| Gulf International Bank (UK) Ltd | 83,736 | $22.0M | 0.62% | −11,045−11.7% | Reduced |
| QRG Capital Management, Inc. | 83,686 | $22.0M | 0.33% | +7,155+9.3% | Added |
| Abner Herrman & Brock LLC | 83,418 | $22.0M | 3.08% | −6,051−6.8% | Reduced |
| Community Trust & Investment Co | 81,889 | $21.5M | 1.65% | −1,181−1.4% | Reduced |
| Annex Advisory Services, LLC | 81,825 | $21.5M | 0.90% | +29,996+57.9% | Added |
| Pacer Advisors, Inc. | 81,235 | $21.4M | 0.06% | −28,919−26.3% | Reduced |
| Assetmark, Inc | 79,242 | $20.9M | 0.08% | +11,349+16.7% | Added |
| Boston Common Asset Management, LLC | 78,488 | $20.7M | 0.47% | −4,142−5.0% | Reduced |
| NewEdge Wealth, LLC | 77,878 | $20.5M | 0.52% | −2,375−3.0% | Reduced |
| Kentucky Retirement Systems | 77,850 | $20.5M | 0.64% | −1,930−2.4% | Reduced |
| Ethic Inc. | 77,619 | $20.4M | 0.60% | +5,480+7.6% | Added |
| Two Sigma Advisers, LP | 77,500 | $20.4M | 0.05% | −55,000−41.5% | Reduced |
| Nixon Peabody Trust Co | 77,292 | $20.3M | 2.28% | +65,274+543.1% | Added |
| MMBG Investment Advisors Co. | 76,539 | $20.1M | 2.37% | −6,650−8.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 76,171 | $20.0M | 0.43% | −17,271−18.5% | Reduced |
| Old National Bancorp | 76,138 | $20.0M | 0.53% | −929−1.2% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $20.0M | 4.09% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 75,990 | $20.0M | 0.35% | +700+0.9% | Added |
| Gotham Asset Management, LLC | 75,091 | $19.8M | 0.37% | −29,164−28.0% | Reduced |
| Mercer Global Advisors Inc | 74,394 | $19.6M | 0.06% | +12,871+20.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 73,926 | $19.5M | 0.06% | +3,201+4.5% | Added |
| Maryland State Retirement & Pension System | 73,692 | $19.4M | 0.40% | +784+1.1% | Added |
| Beacon Pointe Advisors, LLC | 73,465 | $19.3M | 0.23% | +8,243+12.6% | Added |
| Washington Trust Co | 73,177 | $19.3M | 0.76% | +1,410+2.0% | Added |
| Twin Tree Management, LP | 72,662 | $19.1M | 0.35% | +12,691+21.2% | Added |
| Yarbrough Capital, LLC | 72,522 | $19.1M | 1.00% | 00.0% | Unchanged |
| NZS Capital, LLC | 72,053 | $19.0M | 1.00% | −17,829−19.8% | Reduced |
| Light Street Capital Management, LLC | 71,888 | $18.9M | 5.66% | +16,333+29.4% | Added |
| CCM Investment Advisers LLC | 71,803 | $18.9M | 2.33% | −3,774−5.0% | Reduced |
| Motley Fool Asset Management LLC | 71,112 | $18.7M | 1.39% | +988+1.4% | Added |
| JustInvest LLC | 71,033 | $18.7M | 0.48% | +4,010+6.0% | Added |
| TCG Advisory Services, LLC | 70,577 | $18.6M | 1.29% | +66,001+1,442.3% | Added |
| Captrust Financial Advisors | 70,389 | $18.5M | 0.06% | +7,214+11.4% | Added |
| Azimuth Capital Investment Management LLC | 69,482 | $18.3M | 0.82% | −328−0.5% | Reduced |
| Varma Mutual Pension Insurance Co | 69,226 | $18.2M | 0.20% | −98,747−58.8% | Reduced |
| Private Advisor Group, LLC | 69,107 | $18.2M | 0.14% | +2,261+3.4% | Added |
| Trybe Capital Management LP | 68,871 | $18.1M | 8.68% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 68,421 | $18.0M | 0.24% | +10,177+17.5% | Added |
| Bridgecreek Investment Management, LLC | 68,395 | $18.0M | 3.49% | −1,800−2.6% | Reduced |
| Wesbanco Bank Inc | 68,352 | $18.0M | 1.02% | −29,461−30.1% | Reduced |
| Daymark Wealth Partners, LLC | 172,016 | $17.7M | 1.09% | −405−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 67,351 | $17.7M | 0.28% | +637+1.0% | Added |
| Flputnam Investment Management Co | 66,816 | $17.6M | 0.41% | +7,414+12.5% | Added |
| Moran Wealth Management, LLC | 66,726 | $17.6M | 0.62% | −3,731−5.3% | Reduced |
| Parallel Advisors, LLC | 66,137 | $17.4M | 0.52% | −905−1.3% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $17.3M | 2.56% | 00.0% | Unchanged |
| Hartford Investment Management Co | 65,558 | $17.3M | 0.64% | −3,312−4.8% | Reduced |
| Anchor Capital Advisors LLC | 65,275 | $17.2M | 0.45% | −4,607−6.6% | Reduced |
| Freestone Capital Holdings, LLC | 65,185 | $17.2M | 0.77% | +135+0.2% | Added |
| Coronation Fund Managers Ltd. | 64,425 | $17.0M | 0.47% | −9,920−13.3% | Reduced |
| DuPont Capital Management Corp | 64,178 | $16.9M | 1.48% | −1,669−2.5% | Reduced |
| D.A. Davidson & Co. | 63,861 | $16.8M | 0.16% | +9,129+16.7% | Added |
| Cidel Asset Management Inc | 63,739 | $16.8M | 0.72% | +2,956+4.9% | Added |
| Prime Capital Investment Advisors, LLC | 62,985 | $16.6M | 0.25% | −16,042−20.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 62,747 | $16.5M | 1.33% | +177+0.3% | Added |
| Middleton & Co Inc | 62,533 | $16.5M | 2.05% | −2,693−4.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 61,900 | $16.3M | 0.06% | +61,900 | New |
| Securian Asset Management, Inc | 61,601 | $16.2M | 0.46% | −8,294−11.9% | Reduced |
| GWM Advisors LLC | 60,197 | $16.2M | 0.15% | +12,139+25.3% | Added |
| Lighthouse Investment Partners, LLC | 61,261 | $16.1M | 1.17% | +30,181+97.1% | Added |
| SG Americas Securities, LLC | 61,229 | $16.1M | 0.18% | +33,583+121.5% | Added |
| Sycomore Asset Management | 60,030 | $16.0M | 3.43% | +3,604+6.4% | Added |
| Lyell Wealth Management, LP | 60,607 | $15.9M | 1.81% | −516−0.8% | Reduced |
| Sit Investment Associates Inc | 60,545 | $15.9M | 0.39% | −4,258−6.6% | Reduced |