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 |
|---|---|---|---|---|---|
| Talbot Financial, LLC | 59,582 | $15.7M | 2.36% | +3,316+5.9% | Added |
| Kestra Private Wealth Services, LLC | 59,494 | $15.7M | 0.40% | +12,171+25.7% | Added |
| Quest Investment Management LLC | 59,431 | $15.6M | 1.96% | −3,345−5.3% | Reduced |
| Investment Management Corp of Ontario | 59,401 | $15.6M | 0.38% | +51,691+670.4% | Added |
| Louisiana State Employees Retirement System | 58,800 | $15.5M | 0.32% | −1,500−2.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 58,529 | $15.4M | 0.47% | +87+0.1% | Added |
| Pinnbrook Capital Management LP | 58,528 | $15.4M | 3.60% | +58,528 | New |
| Payden & Rygel | 58,300 | $15.3M | 1.11% | −7,300−11.1% | Reduced |
| Zevenbergen Capital Investments LLC | 58,000 | $15.3M | 0.35% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 57,973 | $15.3M | 2.60% | −895−1.5% | Reduced |
| Strategic Wealth Designers | 57,720 | $15.2M | 2.28% | +5,486+10.5% | Added |
| La Financiere de L'Echiquier | 57,300 | $15.1M | 0.70% | +17,300+43.3% | Added |
| Tran Capital Management, L.P. | 57,299 | $15.1M | 1.76% | +14,058+32.5% | Added |
| TD Waterhouse Canada Inc. | 56,338 | $15.1M | 0.14% | −3,428−5.7% | Reduced |
| Soros Capital Management LLC | 56,595 | $14.9M | 10.99% | +7,595+15.5% | Added |
| Atria Wealth Solutions, Inc. | 55,674 | $14.7M | 0.18% | −6,067−9.8% | Reduced |
| Jones Financial Companies LLLP | 55,426 | $14.6M | 0.02% | +357+0.6% | Added |
| Concentric Capital Strategies, LP | 55,369 | $14.6M | 1.89% | +53,265+2,531.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 55,015 | $14.5M | 1.52% | −17,822−24.5% | Reduced |
| First Financial Bankshares Inc | 55,000 | $14.5M | 0.35% | +55,000 | New |
| Metis Global Partners, LLC | 54,937 | $14.5M | 0.58% | +7,273+15.3% | Added |
| Edentree Asset Management Ltd | 54,688 | $14.4M | 4.45% | +5,248+10.6% | Added |
| Jasper Ridge Partners, L.P. | 54,174 | $14.3M | 0.57% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 53,921 | $14.2M | 0.62% | +6,514+13.7% | Added |
| Baker Avenue Asset Management, LP | 53,475 | $14.1M | 0.62% | −3,114−5.5% | Reduced |
| Synovus Financial Corp | 53,136 | $14.0M | 0.20% | −1,649−3.0% | Reduced |
| Amica Mutual Insurance Co | 52,873 | $13.9M | 1.50% | −4,984−8.6% | Reduced |
| Connors Investor Services Inc | 52,871 | $13.9M | 1.56% | +52,871 | New |
| ICICI Prudential Asset Management Co Ltd | 52,865 | $13.9M | 1.62% | −3,710−6.6% | Reduced |
| Rokos Capital Management LLP | 52,735 | $13.9M | 0.42% | −128,523−70.9% | Reduced |
| Congress Asset Management Co | 52,243 | $13.7M | 0.11% | +47,327+962.7% | Added |
| Suncoast Equity Management | 52,207 | $13.7M | 1.81% | +52,207 | New |
| Cetera Investment Advisers | 51,596 | $13.6M | 0.11% | +1,611+3.2% | Added |
| Eastern Bank | 51,585 | $13.6M | 0.62% | +48,753+1,721.5% | Added |
| Makena Capital Management LLC | 51,519 | $13.6M | 3.07% | +51,519 | New |
| Wolverine Trading, LLC | 51,479 | $13.5M | 0.10% | +25,267+96.4% | Added |
| BWCP, LP | 51,146 | $13.5M | 4.44% | +6,651+14.9% | Added |
| Cornerstone Capital, Inc. | 51,089 | $13.4M | 1.47% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 50,986 | $13.4M | 0.51% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 50,756 | $13.4M | 0.44% | −12,677−20.0% | Reduced |
| Marco Investment Management LLC | 50,719 | $13.3M | 1.37% | −1,698−3.2% | Reduced |
| Prudential PLC | 50,695 | $13.3M | 0.14% | +284+0.6% | Added |
| CWM, LLC | 50,519 | $13.3M | 0.07% | +8,535+20.3% | Added |
| Dash Acquisitions Inc. | 50,123 | $13.2M | 4.71% | −328−0.7% | Reduced |
| Cornerstone Advisors, LLC | 50,100 | $13.2M | 0.58% | −6,800−12.0% | Reduced |
| One Capital Management, LLC | 50,025 | $13.2M | 0.52% | −1,497−2.9% | Reduced |
| Quattro Financial Advisors LLC | 263 | $13.2M | 4.70% | −35,237−99.3% | Reduced |
| Quantinno Capital Management LP | 49,992 | $13.2M | 0.46% | +7,981+19.0% | Added |
| Mill Capital Management, LLC | 49,726 | $13.1M | 1.17% | +110.0% | Added |
| Chesley Taft & Associates LLC | 49,516 | $13.0M | 0.73% | −373−0.7% | Reduced |
| Bayesian Capital Management, LP | 49,300 | $13.0M | 1.38% | −15,200−23.6% | Reduced |
| GDS Wealth Management | 49,294 | $13.0M | 1.75% | +4,363+9.7% | Added |
| Buckingham Capital Management, Inc. | 49,276 | $13.0M | 1.74% | −258−0.5% | Reduced |
| Northstar Asset Management Inc | 49,208 | $12.9M | 3.74% | −302−0.6% | Reduced |
| CMH Wealth Management LLC | 48,047 | $12.6M | 3.06% | +296+0.6% | Added |
| Maplelane Capital, LLC | 48,000 | $12.6M | 1.46% | +48,000 | New |
| Edge Wealth Management LLC | 47,946 | $12.6M | 2.76% | −45−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 47,944 | $12.6M | 1.03% | +6,740+16.4% | Added |
| Graham Capital Management, L.P. | 47,879 | $12.6M | 0.40% | −24,494−33.8% | Reduced |
| Equitable Trust Co | 47,785 | $12.6M | 0.95% | −60−0.1% | Reduced |
| Norinchukin Bank, The | 47,181 | $12.4M | 0.29% | −4,628−8.9% | Reduced |
| Abbrea Capital, LLC | 47,018 | $12.4M | 1.78% | −3,385−6.7% | Reduced |
| Noked Israel Ltd | 47,000 | $12.4M | 3.26% | +37,000+370.0% | Added |
| Rothschild Investment LLC | 46,838 | $12.3M | 1.03% | +46,838 | New |
| Foster Victor Wealth Advisors, LLC | 46,925 | $12.2M | 1.25% | −2,337−4.7% | Reduced |
| Advisory Services Network, LLC | 46,436 | $12.2M | 0.30% | +317+0.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,878 | $12.1M | 0.05% | +2,222+5.1% | Added |
| Exchange Capital Management, Inc. | 45,725 | $12.0M | 2.16% | −775−1.7% | Reduced |
| Premier Fund Managers Ltd | 45,250 | $12.0M | 0.52% | +19,530+75.9% | Added |
| Boothbay Fund Management, LLC | 45,110 | $11.9M | 0.44% | +42,583+1,685.1% | Added |
| Illinois Municipal Retirement Fund | 45,086 | $11.9M | 0.20% | +1,880+4.4% | Added |
| Whittier Trust Co of Nevada Inc | 44,784 | $11.8M | 0.38% | −53−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 44,721 | $11.8M | 0.24% | +10,247+29.7% | Added |
| Adell Harriman & Carpenter Inc | 44,697 | $11.8M | 1.09% | +893+2.0% | Added |
| Rosenblum Silverman Sutton S F Inc | 44,664 | $11.8M | 3.74% | −1,291−2.8% | Reduced |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 44,300 | $11.7M | 0.91% | −44,000−49.8% | Reduced |
| Partners Capital Investment Group, LLP | 44,236 | $11.6M | 0.26% | −10,064−18.5% | Reduced |
| Raymond James Trust N.A. | 43,955 | $11.6M | 0.31% | +1,246+2.9% | Added |
| Omers Administration Corp | 43,799 | $11.5M | 0.15% | +43,799 | New |
| Iyo Bank, Ltd. | 43,532 | $11.5M | 5.43% | 00.0% | Unchanged |
| Spire Wealth Management | 40,680 | $11.4M | 0.39% | +3,602+9.7% | Added |
| Bridgeway Capital Management, LLC | 42,700 | $11.2M | 0.24% | +5,420+14.5% | Added |
| a16z Perennial Management, L.P. | 42,328 | $11.1M | 1.89% | +42,328 | New |
| LVM Capital Management Ltd | 42,288 | $11.1M | 1.42% | +42,288 | New |
| Nomura Holdings Inc | 42,069 | $11.1M | 0.10% | −14,647−25.8% | Reduced |
| Motco | 41,794 | $11.0M | 0.70% | −784−1.8% | Reduced |
| CFM Wealth Partners LLC | 41,566 | $10.9M | 2.47% | −205−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 41,459 | $10.9M | 0.70% | +349+0.8% | Added |
| Bogart Wealth, LLC | 41,105 | $10.8M | 0.61% | +1,364+3.4% | Added |
| Groupama Asset Managment | 40,738 | $10.7M | 0.28% | +40,738 | New |
| Stonebridge Capital Advisors LLC | 40,502 | $10.7M | 1.07% | +485+1.2% | Added |
| Fiduciary Trust Co | 40,249 | $10.6M | 0.18% | +1,519+3.9% | Added |
| Oppenheimer & Co Inc | 40,196 | $10.6M | 0.19% | +3,194+8.6% | Added |
| Stratos Wealth Partners, LTD. | 40,159 | $10.6M | 0.20% | +4,199+11.7% | Added |
| Resources Investment Advisors, LLC. | 40,105 | $10.6M | 0.18% | +14,136+54.4% | Added |
| Alight Capital Management LP | 40,000 | $10.5M | 3.37% | +40,000 | New |
| Bradley Foster & Sargent Inc | 39,786 | $10.5M | 0.20% | −1,389−3.4% | Reduced |
| Consolidated Planning Corp | 39,665 | $10.4M | 1.94% | +29,604+294.2% | Added |
| Metropolitan Life Insurance Co | 39,606 | $10.4M | 0.49% | −693−1.7% | Reduced |
| Profund Advisors LLC | 39,555 | $10.4M | 0.45% | +2,727+7.4% | Added |