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; 2,491 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, Q1 2024
Institutional positions in Salesforce, Inc. as of Mar 31, 2024. 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
- 2,769
- +209 vs. Q4 2023
- Shares held
- 784.1M
- +4.26M (+0.5%) vs. Q4 2023
- Total value
- $235.7B
- +$31.7B (+15.5%) vs. Q4 2023
- New holders
- 309
- 1,121 more added
- Sold out
- 100
- 1,031 more reduced
41 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,491 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 84,635,254 | $25.5B | 0.50% | +1,008,841+1.2% | Added |
| BlackRock Inc. | 72,465,977 | $21.8B | 0.51% | −65,003−0.1% | Reduced |
| State Street Corp | 47,039,941 | $14.2B | 0.63% | +1,003,214+2.2% | Added |
| FMR LLC | 36,891,791 | $11.1B | 0.75% | +661,970+1.8% | Added |
| Morgan Stanley | 19,990,916 | $6.02B | 0.48% | −191,997−1.0% | Reduced |
| Geode Capital Management, LLC | 19,012,516 | $5.71B | 0.53% | +512,992+2.8% | Added |
| JPMorgan Chase & Co | 18,684,706 | $5.63B | 0.50% | +5,363,993+40.3% | Added |
| Capital World Investors | 15,207,188 | $4.58B | 0.76% | −4,354,137−22.3% | Reduced |
| Capital Research Global Investors | 14,376,536 | $4.33B | 0.98% | +3,044,611+26.9% | Added |
| Capital International Investors | 14,116,449 | $4.25B | 0.86% | +407,834+3.0% | Added |
| Price T Rowe Associates Inc | 13,692,637 | $4.12B | 0.51% | +6,1060.0% | Added |
| Fisher Asset Management, LLC | 10,841,178 | $3.27B | 1.52% | −4,064,284−27.3% | Reduced |
| Bank of America Corp | 10,381,574 | $3.13B | 0.31% | +1,513,836+17.1% | Added |
| Norges Bank | 10,156,384 | $3.06B | 0.48% | −341,187−3.3% | Reduced |
| Northern Trust Corp | 10,093,849 | $3.04B | 0.53% | −509,101−4.8% | Reduced |
| Wellington Management Group LLP | 10,082,675 | $3.04B | 0.54% | −400,683−3.8% | Reduced |
| Nuveen Asset Management, LLC | 9,277,697 | $2.79B | 0.83% | +841,961+10.0% | Added |
| Jennison Associates LLC | 8,104,051 | $2.44B | 1.63% | −505,681−5.9% | Reduced |
| Loomis Sayles & Co L P | 7,155,321 | $2.16B | 3.06% | −108,505−1.5% | Reduced |
| UBS Asset Management Americas Inc | 7,084,180 | $2.13B | 0.76% | −638,343−8.3% | Reduced |
| Bank of New York Mellon Corp | 7,047,142 | $2.12B | 0.41% | −442,205−5.9% | Reduced |
| Polen Capital Management LLC | 6,954,745 | $2.09B | 4.84% | −320,627−4.4% | Reduced |
| Royal Bank of Canada | 6,693,216 | $2.02B | 0.49% | −364,301−5.2% | Reduced |
| Legal & General Group Plc | 6,465,103 | $1.95B | 0.56% | +26,480+0.4% | Added |
| Franklin Resources Inc | 6,196,347 | $1.87B | 0.59% | +2,608,227+72.7% | Added |
| Goldman Sachs Group Inc | 5,989,462 | $1.80B | 0.38% | −775,383−11.5% | Reduced |
| Parnassus Investments | 5,771,089 | $1.74B | 3.71% | −180,326−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 5,523,448 | $1.66B | 0.38% | +125,932+2.3% | Added |
| UBS Group AG | 5,301,164 | $1.60B | 0.53% | +1,440,084+37.3% | Added |
| Amundi | 5,833,709 | $1.59B | 0.68% | −85,091−1.4% | Reduced |
| Barclays PLC | 4,905,091 | $1.48B | 0.67% | +2,060,917+72.5% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 4,700,836 | $1.42B | 5.55% | +2,556,774+119.2% | Added |
| American Century Companies Inc | 4,038,709 | $1.22B | 0.76% | −323,372−7.4% | Reduced |
| Massachusetts Financial Services Co | 3,984,203 | $1.20B | 0.36% | +1,820,123+84.1% | Added |
| T. Rowe Price Investment Management, Inc. | 3,902,766 | $1.18B | 0.72% | +200,775+5.4% | Added |
| Deutsche Bank AG | 3,783,028 | $1.14B | 0.53% | +77,716+2.1% | Added |
| Ameriprise Financial Inc | 3,501,331 | $1.05B | 0.29% | +119,264+3.5% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 3,486,309 | $1.05B | 23.11% | 00.0% | Unchanged |
| Invesco Ltd. | 3,481,157 | $1.05B | 0.23% | +3,536+0.1% | Added |
| Wells Fargo & Company | 3,457,421 | $1.04B | 0.27% | +63,050+1.9% | Added |
| HSBC Holdings PLC | 3,429,908 | $1.03B | 0.73% | +742,635+27.6% | Added |
| Voya Investment Management LLC | 3,315,779 | $998.0M | 0.98% | +491,907+17.4% | Added |
| Clearbridge Investments, LLC | 3,136,022 | $944.5M | 0.75% | +15,895+0.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 3,110,708 | $936.9M | 1.52% | −816,698−20.8% | Reduced |
| GQG Partners LLC | 3,022,178 | $910.2M | 1.46% | +3,022,178 | New |
| Swedbank AB | 2,904,401 | $874.7M | 1.23% | +1,966,044+209.5% | Added |
| Swiss National Bank | 2,898,977 | $873.1M | 0.61% | −143,600−4.7% | Reduced |
| Pictet Asset Management Holding SA | 2,858,791 | $861.0M | 0.94% | −253,829−8.2% | Reduced |
| Dimensional Fund Advisors LP | 2,846,456 | $857.3M | 0.23% | +269,487+10.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,734,170 | $823.5M | 0.57% | −69,584−2.5% | Reduced |
| Schroder Investment Management Group | 2,647,391 | $797.3M | 0.94% | +826,451+45.4% | Added |
| Manufacturers Life Insurance Company, The | 2,597,800 | $782.4M | 0.72% | −300,582−10.4% | Reduced |
| FIL Ltd | 2,591,227 | $780.4M | 0.77% | −622,075−19.4% | Reduced |
| Sustainable Growth Advisers, LP | 2,453,085 | $738.8M | 3.09% | −8,458−0.3% | Reduced |
| Raymond James & Associates | 2,408,288 | $725.3M | 0.49% | +175,673+7.9% | Added |
| Winslow Capital Management, LLC | 2,402,778 | $723.7M | 2.73% | +121,834+5.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,400,267 | $722.9M | 5.71% | −99,363−4.0% | Reduced |
| California Public Employees Retirement System | 2,393,269 | $720.8M | 0.51% | −38,664−1.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,152,530 | $648.3M | 0.74% | −1,245,474−36.7% | Reduced |
| Millennium Management LLC | 2,058,775 | $620.1M | 0.53% | +539,019+35.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,984,171 | $597.6M | 2.17% | +309,341+18.5% | Added |
| Farallon Capital Management, L.L.C. | 1,952,168 | $588.0M | 3.46% | +26,430+1.4% | Added |
| First Eagle Investment Management, LLC | 1,932,172 | $581.9M | 1.32% | −2,238−0.1% | Reduced |
| Credit Suisse AG | 1,919,323 | $578.1M | 0.56% | −134,465−6.5% | Reduced |
| BlueSpruce Investments, LP | 1,856,353 | $559.1M | 10.00% | −296,486−13.8% | Reduced |
| Neuberger Berman Group LLC | 1,848,574 | $556.8M | 0.46% | +42,535+2.4% | Added |
| Bank of Montreal | 1,788,524 | $552.9M | 0.29% | −1,043,897−36.9% | Reduced |
| Rhumbline Advisers | 1,820,225 | $548.2M | 0.53% | −2,308−0.1% | Reduced |
| Alliancebernstein L.P. | 1,784,401 | $537.4M | 0.19% | +91,373+5.4% | Added |
| Principal Financial Group Inc | 1,717,204 | $517.2M | 0.30% | +52,072+3.1% | Added |
| CIBC Private Wealth Group, LLC | 1,671,410 | $505.2M | 0.99% | −37,958−2.2% | Reduced |
| National Pension Service | 1,654,343 | $498.3M | 0.60% | +24,103+1.5% | Added |
| Envestnet Asset Management Inc | 1,593,599 | $480.0M | 0.18% | +108,189+7.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,573,290 | $473.8M | 0.44% | −1,026,195−39.5% | Reduced |
| Macquarie Group Ltd | 1,572,086 | $473.5M | 0.54% | −11,995−0.8% | Reduced |
| Nordea Investment Management AB | 1,569,474 | $472.7M | 0.56% | −54,509−3.4% | Reduced |
| California State Teachers Retirement System | 1,555,634 | $468.5M | 0.59% | +2,159+0.1% | Added |
| First Trust Advisors LP | 1,500,091 | $451.8M | 0.46% | +13,237+0.9% | Added |
| Generation Investment Management LLP | 1,403,318 | $422.7M | 1.93% | −617,915−30.6% | Reduced |
| BNP Paribas Arbitrage, SA | 1,399,915 | $421.6M | 0.52% | +410,618+41.5% | Added |
| William Blair Investment Management, LLC | 1,394,959 | $420.1M | 1.09% | +144,469+11.6% | Added |
| Ontario Teachers Pension Plan Board | 1,373,493 | $413.7M | 3.80% | −103,991−7.0% | Reduced |
| Stifel Financial Corp | 1,355,173 | $408.2M | 0.47% | −5,528−0.4% | Reduced |
| Prudential Financial Inc | 1,353,851 | $407.8M | 0.57% | −231,856−14.6% | Reduced |
| New York State Common Retirement Fund | 1,351,991 | $407.2M | 0.54% | −73,755−5.2% | Reduced |
| Allianz Asset Management GmbH | 1,287,262 | $387.7M | 0.65% | +329,777+34.4% | Added |
| Lazard Asset Management LLC | 1,287,164 | $387.7M | 0.47% | −441,345−25.5% | Reduced |
| Natixis Advisors, L.P. | 1,284,234 | $386.8M | 0.89% | +126,930+11.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,267,480 | $381.7M | 0.53% | +197,512+18.5% | Added |
| Canada Pension Plan Investment Board | 1,239,096 | $373.2M | 0.39% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,226,718 | $369.7M | 0.69% | +101,081+9.0% | Added |
| Los Angeles Capital Management LLC | 1,221,738 | $368.0M | 1.26% | −144,818−10.6% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 1,208,475 | $364.0M | 7.52% | −327,978−21.3% | Reduced |
| Citigroup Inc | 1,202,266 | $362.1M | 0.39% | −142,532−10.6% | Reduced |
| Public Employees Retirement Association of Colorado | 1,183,953 | $356.6M | 1.54% | −15,971−1.3% | Reduced |
| Ensign Peak Advisors, Inc | 1,177,995 | $354.8M | 0.65% | +153,937+15.0% | Added |
| SEI Investments Co | 1,134,275 | $341.6M | 0.50% | +43,047+3.9% | Added |
| Danske Bank A/S | 1,064,258 | $320.5M | 1.01% | +1,064,258 | New |
| AXA S.A. | 1,044,891 | $314.7M | 0.94% | −129,206−11.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,019,669 | $307.1M | 0.46% | +11,630+1.2% | Added |