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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; 2,493 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.

Q1 2024 vs. Q4 2023

How the institutions holding Salesforce, Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of CRM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2,600412,768+209
Shares782.8M2.95M784.1M+4.26M (+0.5%)
Value$204.8B$778.3M$235.7B+$31.7B (+15.5%)

41 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (309)

Institutions that held Salesforce, Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 309 by value.

Institutions new to CRM in Q1 2024
InstitutionSharesValue% of portfolio
GQG Partners LLC3,022,178$910.2M1.46%
Danske Bank A/S1,064,258$320.5M1.01%
Whale Rock Capital Management LLC950,736$286.3M4.26%
Contour Asset Management LLC438,294$132.0M5.15%
Anomaly Capital Management, LP393,624$118.6M4.18%
Resona Asset Management Co.,Ltd.327,123$98.5M0.59%
Fullerton Fund Management Co Ltd.311,442$93.8M4.44%
Samlyn Capital, LLC302,615$91.1M1.58%
SurgoCap Partners LP267,397$80.5M4.32%
Mediolanum International Funds Ltd249,103$75.1M1.22%
BNP Paribas220,705$66.3M3.09%
Hampton Road Capital Management LP204,643$61.6M8.18%
PointState Capital LP176,631$53.2M1.60%
Blackstone Group Inc.160,000$48.2M0.21%
LMR Partners LLP129,892$39.1M1.00%
Twinbeech Capital LP104,157$31.4M0.65%
Optiver Holding B.V.88,602$26.7M1.11%
Sculptor Capital LP81,500$24.5M0.54%
Kadensa Capital Ltd64,094$19.3M5.24%
First Long Island Investors, LLC63,666$19.2M1.60%
Danica Pension, Livsforsikringsaktieselskab62,274$18.8M0.42%
Payden & Rygel Investment Group58,500$17.6M1.20%
Suvretta Capital Management, LLC55,050$16.6M0.70%
Taurus Asset Management, LLC54,930$16.5M1.68%
Allianz SE53,457$16.1M0.51%
Sora Investors LLC50,000$15.1M2.48%
Parallax Volatility Advisers, L.P.48,427$14.6M0.42%
Trajan Wealth LLC44,501$13.4M0.91%
CTC LLC44,224$13.3M0.22%
Kemnay Advisory Services Inc.42,858$12.9M2.48%
GuoLine Advisory Pte Ltd41,500$12.5M1.52%
Bryn Mawr Trust Co41,069$12.4M0.47%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD40,750$12.3M1.07%
Sienna Gestion40,493$12.2M1.12%
Kingdon Capital Management, L.L.C.40,000$12.0M1.59%
Columbus Hill Capital Management, L.P.39,324$11.8M2.58%
SpiderRock Advisors, LLC39,192$11.8M0.38%
Point72 (DIFC) Ltd38,350$11.6M0.89%
Honeycomb Asset Management LP35,000$10.5M2.02%
WS Portfolio Advisory, LLC32,633$9.83M1.74%
Zweig-DiMenna Associates LLC31,950$9.62M0.85%
Longbow Finance SA23,083$6.95M0.70%
Teza Capital Management LLC22,282$6.71M0.89%
Castleark Management LLC21,929$6.60M0.27%
Marex Group plc21,602$6.51M0.21%
Diversify Advisory Services, LLC21,324$6.45M0.38%
IMC-Chicago, LLC21,297$6.41M0.22%
Artisan Partners Limited Partnership20,522$6.18M0.01%
AMS Capital Ltda20,090$6.05M1.66%
Chiron Investment Management, LLC18,945$5.71M2.47%
GAM Holding AG18,385$5.54M0.40%
Alyeska Investment Group, L.P.17,980$5.42M0.03%
Renaissance Investment Group LLC16,483$4.96M1.14%
Central Pacific Bank - Trust Division14,899$4.50M0.56%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD14,150$4.27M1.11%
Trexquant Investment LP12,931$3.89M0.08%
Concord Investment Counsel Inc.12,928$3.89M1.41%
Savoie Capital LLC12,900$3.89M0.55%
Dynasty Wealth Management, LLC11,409$3.44M0.11%
Accuvest Global Advisors11,390$3.43M1.50%
OMC Financial Services LTD11,338$3.42M1.74%
Point72 Hong Kong Ltd10,485$3.16M0.16%
Passumpsic Savings Bank10,424$3.14M2.01%
Community Financial Services Group, LLC10,055$3.03M0.69%
Wealth High Governance Capital Ltda10,000$3.01M0.67%
Prana Capital Management, LP9,591$2.89M0.13%
Laurion Capital Management LP9,310$2.80M0.08%
Keystone Investors Pte Ltd9,276$2.79M0.24%
Flynn Zito Capital Management, LLC8,972$2.70M1.40%
Portfolio Design Labs, LLC8,890$2.68M0.90%
Eisler Capital (US) LLC8,610$2.59M0.88%
Pearl River Capital, LLC8,561$2.58M0.41%
Taika Capital, LP7,840$2.36M1.23%
Leonteq Securities AG7,817$2.35M0.32%
Ally Financial Inc.7,680$2.31M0.31%
Umpqua Bank7,480$2.25M0.92%
M&G Plc7,235$2.18M0.01%
Landscape Capital Management, L.L.C.7,191$2.17M0.19%
Nelson Capital Management, LLC6,933$2.09M0.40%
Redwood Investment Management, LLC6,768$2.04M0.20%
Capital Markets Trading UK LLP6,263$1.89M1.37%
Wright Investors Service Inc6,214$1.87M0.47%
Heartland Bank & Trust Co6,032$1.82M1.06%
AA Financial Advisors, LLC6,018$1.81M0.73%
Gibbs Wealth Management6,013$1.81M1.04%
Y-Intercept (Hong Kong) Ltd5,370$1.62M0.12%
Tealwood Asset Management Inc5,343$1.61M0.72%
Harfst & Associates, Inc.5,337$1.61M0.38%
Evoke Wealth, LLC5,262$1.59M0.05%
Verdad Advisers, LP5,125$1.54M1.68%
Emprise Bank5,088$1.53M1.03%
Ascension Asset Management LLC4,715$1.42M0.77%
Sumitomo Mitsui Financial Group, Inc.4,431$1.33M0.04%
Element Capital Management LLC4,416$1.33M0.88%
Duality Advisers, LP4,249$1.28M0.13%
Focus Financial Network, Inc.4,557$1.24M0.06%
BTG Pactual Global Asset Management Ltd4,097$1.23M0.39%
Marietta Investment Partners LLC4,056$1.22M0.27%
Value Star Asset Management (Hong Kong) Ltd4,000$1.20M0.42%
Foguth Wealth Management, LLC.3,887$1.17M0.63%

Sold out (100)

Institutions that held Salesforce, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of CRM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Public Investment Fund2,650,225$697.4M
Independent Franchise Partners LLP2,116,336$556.9M
Newlands Management Operations LLC500,618$131.7M
Tairen Capital Ltd371,494$97.8M
Bristol John W & Co Inc249,280$65.6M
RV Capital GmbH186,849$49.2M
BSN Capital Partners Ltd191,000$44.0M
Quadrature Capital Ltd141,071$37.1M
Marathon Trading Investment Management LLC138,767$36.5M
Cetera Advisor Networks LLC123,290$32.4M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV120,000$31.6M
Cetera Advisors LLC103,100$27.1M
Bayesian Capital Management, LP49,300$13.0M
Power Corp of Canada32,126$8.45M
Granite Bay Wealth Management, LLC33,650$7.61M
Meridian Wealth Management, LLC22,352$5.88M
Liontrust Investment Partners LLP21,000$5.53M
FJ Investments, LLC20,000$5.26M
Jupiter Asset Management Ltd17,675$4.65M
Point72 Middle East FZE16,492$4.34M
Psagot Value Holdings Ltd. / (Israel)11,478$3.05M
Ardmore Road Asset Management LP11,000$2.89M
Two Sigma Investments, LP10,601$2.79M
CastleKnight Management LP9,630$2.53M
Arete Wealth Advisors, LLC7,290$1.92M
Weiss Asset Management LP6,878$1.81M
Varenne Capital Partners6,415$1.69M
Cynosure Management, LLC6,192$1.63M
Quantbot Technologies LP5,981$1.57M
Parametrica Management Ltd3,743$984.9K
Jarislowsky, Fraser Ltd3,600$947.3K
Empirical Asset Management, LLC3,529$928.6K
Machina Capital S.A.S.3,352$882.0K
Solidarilty Wealth, LLC3,264$858.9K
Greenup Street Wealth Management LLC2,976$783.0K
Stevens Capital Management LP2,956$778.0K
Polymer Capital Management (HK) LTD2,750$723.6K
XTX Topco Ltd2,669$702.3K
Parkside Investments, LLC2,500$657.9K
IFG Advisory, LLC2,195$577.6K
Weil Company, Inc.2,092$550.5K
Blueshift Asset Management, LLC1,983$521.8K
Truepoint, Inc.1,725$453.9K
Aigen Investment Management, LP1,701$447.6K
Windmill Hill Asset Management Ltd1,512$397.9K
LJI Wealth Management, LLC1,511$397.6K
Carlson Capital Management1,447$380.8K
Juncture Wealth Strategies, LLC1,440$378.9K
National Philanthropic Trust1,380$363.1K
Glassman Wealth Services1,369$360.2K
DAGCO, Inc.1,357$357.1K
Point72 Europe (London) LLP1,284$337.9K
Oxford Asset Management LLP1,207$317.6K
Clear Creek Financial Management, LLC1,207$317.6K
Kure Advisory, LLC1,148$302.1K
Curated Wealth Partners LLC1,134$298.4K
Agf Management Ltd1,065$280.2K
Kingdom Financial Group LLC.1,053$277.1K
Founders Financial Alliance, LLC1,031$271.3K
Pictet North America Advisors SA972$255.8K
Oak Hill Wealth Advisors, LLC972$255.8K
Morling Financial Advisors, LLC939$247.1K
MainStreet Investment Advisors LLC927$243.9K
Legacy Capital Wealth Partners, LLC909$239.2K
Shikiar Asset Management Inc900$237.0K
Avid Wealth Partners LLC898$236.3K
Accredited Investors Inc.892$234.7K
Harbor Group, Inc.886$233.1K
MGO Private Wealth, LLC883$232.4K
LWM Advisory Services, LLC864$227.4K
LRT Capital Management, LLC844$222.1K
Vivaldi Capital Management, LLC765$215.1K
Pensionmark Financial Group, LLC815$214.5K
Financial Network Wealth Management LLC816$214.0K
RKL Wealth Management LLC798$210.0K
High Net Worth Advisory Group LLC797$209.7K
3Chopt Investment Partners, LLC791$208.1K
Concentrum Wealth Management771$202.9K
Fairfield, Bush & Co.676$177.9K
Banco de Sabadell, S.A580$154.0K
EdgeRock Capital LLC500$142.8K
Bourgeon Capital Management LLC322$84.7K
Able Wealth Management LLC265$69.7K
Farmers & Merchants Trust Co of Chambersburg PA207$54.0K
Accent Capital Management, LLC150$39.5K
BKM Wealth Management, LLC129$33.9K
Dividend Assets Capital, LLC100$26.0K
RE Dickinson Investment Advisors, LLC100$26.0K
Lee Financial Co83$21.8K
Mark Sheptoff Financial Planning, LLC75$19.7K
Long Island Wealth Management, Inc.69$18.0K
Disciplined Equity Management, Inc.62$16.3K
VitalStone Financial, LLC30$8.00K
Ranger Investment Management, L.P.28$7.37K
Roble, Belko & Company, Inc26$7.00K
Your Advocates Ltd., LLP24$6.32K
Toth Financial Advisory Corp23$6.05K
Tfo-TDC, LLC8$2.10K
Transamerica Financial Advisors, Inc.7$2.00K
Ibex Wealth Advisors2$408

Not filed for Q1 2024 yet (41)

Institutions that held Salesforce, Inc. at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Putnam Investments LLC2,046,880$538.6M
Bartlett & Co. LLC240,163$63.8M
Lannebo Fonder AB175,900$46.7M
Aware Super Pty Ltd as trustee of Aware Super123,430$32.7M
Bridgecreek Investment Management, LLC68,395$18.0M
Strategic Wealth Designers57,720$15.2M
Desjardins Global Asset Management Inc.28,620$7.53M
Sawtooth Solutions, LLC22,052$5.80M
Golden State Equity Partners21,962$5.78M
DFPG Investments, LLC20,561$5.18M
Moreno Evelyn V15,283$4.02M
Telemus Capital, LLC13,780$3.63M
Baystate Wealth Management LLC10,481$2.76M
GPM Growth Investors, Inc.10,170$2.68M
Westwood Management Corp8,643$2.27M
Columbia Trust Co 010120168,076$2.13M
Charles Carroll Financial Partners, LLC7,600$2.00M
M&G Investments (USA) Inc.7,523$1.98M
Tegean Capital Management, LLC7,000$1.84M
Focus Financial Network Inc6,899$1.82M
Platform Technology Partners5,332$1.53M
Wade G W & Inc5,272$1.39M
Rainsberger Wealth Advisors, Inc.4,791$1.26M
Wealthsource Partners, LLC4,249$1.12M
Alterity Financial Group, LLC4,245$1.12M
HWG Holdings LP4,016$1.06M
Tilt Investment Management Holdings, PBC3,919$1.03M
Coppell Advisory Solutions LLC3,641$958.1K
Vahanian & Associates Financial Planning Inc.3,075$809.2K
Sonen Capital LLC2,636$693.6K
Maia Wealth LLC2,481$652.9K
Provence Wealth Management Group2,403$632.3K
Spartan Planning & Wealth Management1,567$412.3K
Lee Danner & Bass Inc1,515$399.0K
Landmark Financial Advisors, LLC1,319$347.1K
Traverso Chambers Private Wealth Management, LLC1,072$282.1K
Strategic Investment Solutions, Inc.393$103.4K
Live Oak Investment Partners–$71.0K
Fairfield Financial Advisors, LTD100$26.3K
Hobbs Group Advisors, LLC10$2.63K
Nalls Sherbakoff Group, LLC5$1.32K