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.
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
- 2,768
- +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
- 1,120 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Ceera Investments, LLC | 24,213 | $7.29M | 3.19% | −5,845−19.4% | Reduced |
| Bokf, NA | 24,543 | $7.42M | 0.14% | +6,694+37.5% | Added |
| Premier Fund Managers Ltd | 24,625 | $7.42M | 0.29% | −20,625−45.6% | Reduced |
| Arrow Financial Corp | 24,712 | $7.44M | 0.74% | −1,867−7.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 24,729 | $7.45M | 2.56% | −1,882−7.1% | Reduced |
| Cohen Capital Management, Inc. | 24,791 | $7.47M | 1.32% | +432+1.8% | Added |
| Bank of Nova Scotia Trust Co | 24,828 | $7.48M | 0.81% | +4,249+20.6% | Added |
| Lazard Freres Gestion S.A.S. | 24,839 | $7.48M | 0.19% | +3,607+17.0% | Added |
| Massmutual Trust Co FSB | 24,908 | $7.50M | 0.23% | −5,514−18.1% | Reduced |
| Y.D. More Investments Ltd | 24,951 | $7.51M | 1.33% | −1,238−4.7% | Reduced |
| Central Trust Co | 24,973 | $7.52M | 0.19% | +220+0.9% | Added |
| Johnson Investment Counsel Inc | 24,982 | $7.52M | 0.08% | −704−2.7% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 25,056 | $7.55M | 1.35% | −29,959−54.5% | Reduced |
| Chartwell Investment Partners, LLC | 25,082 | $7.55M | 0.26% | −1,429−5.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 21,738 | $7.59M | 0.34% | −5,536−20.3% | Reduced |
| Spinnaker Trust | 25,278 | $7.61M | 0.49% | −4,429−14.9% | Reduced |
| Ostrum Asset Management | 25,307 | $7.62M | 0.60% | −1,166−4.4% | Reduced |
| Kornitzer Capital Management Inc | 25,313 | $7.62M | 0.14% | +1,450+6.1% | Added |
| Gilder Gagnon Howe & Co LLC | 25,322 | $7.63M | 0.10% | −180−0.7% | Reduced |
| Dillon & Associates Inc | 25,465 | $7.67M | 1.20% | +1,044+4.3% | Added |
| SP Asset Management LLC | 25,467 | $7.67M | 0.71% | +59+0.2% | Added |
| Webster Bank, N. A. | 25,653 | $7.73M | 0.86% | −338−1.3% | Reduced |
| Cookson Peirce & Co Inc | 25,757 | $7.76M | 0.41% | +24,499+1,947.5% | Added |
| Fundamentun, LLC | 25,762 | $7.76M | 0.76% | +244+1.0% | Added |
| First Nebraska Trust Co | 25,764 | $7.76M | 0.80% | −115−0.4% | Reduced |
| Codex Capital, L.L.C. | 25,900 | $7.80M | 3.80% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 26,068 | $7.85M | 0.06% | +23,662+983.5% | Added |
| Evergreen Capital Management LLC | 26,071 | $7.86M | 0.30% | −744−2.8% | Reduced |
| Squarepoint Ops LLC | 26,252 | $7.91M | 0.03% | −271,396−91.2% | Reduced |
| EP Wealth Advisors, LLC | 26,451 | $7.97M | 0.09% | +4,553+20.8% | Added |
| Guinness Atkinson Asset Management Inc | 26,570 | $8.00M | 3.76% | −94−0.4% | Reduced |
| Hillman Capital Management, Inc. | 26,889 | $8.10M | 2.60% | −282−1.0% | Reduced |
| Essex Investment Management Co LLC | 26,930 | $8.11M | 1.60% | −3,275−10.8% | Reduced |
| Evercore Wealth Management, LLC | 26,992 | $8.13M | 0.13% | −745−2.7% | Reduced |
| Selkirk Management LLC | 27,000 | $8.13M | 4.17% | 00.0% | Unchanged |
| Zacks Investment Management | 27,029 | $8.14M | 0.09% | +3,313+14.0% | Added |
| Dakota Wealth Management | 27,076 | $8.16M | 0.20% | +5,853+27.6% | Added |
| Groupama Asset Managment | 20,304 | $8.16M | 0.15% | −20,434−50.2% | Reduced |
| Plato Investment Management Ltd | 27,135 | $8.17M | 0.84% | +23,645+677.5% | Added |
| Wetherby Asset Management Inc | 27,184 | $8.19M | 0.39% | +338+1.3% | Added |
| Brighton Jones LLC | 27,329 | $8.23M | 0.30% | −1,542−5.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,370 | $8.24M | 0.99% | +3,941+16.8% | Added |
| Strategic Advisors LLC | 27,437 | $8.26M | 1.63% | −496−1.8% | Reduced |
| Simplicity Wealth,LLC | 27,447 | $8.27M | 0.20% | +25,966+1,753.3% | Added |
| McRae Capital Management Inc | 27,747 | $8.36M | 1.83% | −340−1.2% | Reduced |
| Symmetry Investments LP | 27,779 | $8.37M | 0.88% | +18,079+186.4% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 27,785 | $8.37M | 0.52% | +920+3.4% | Added |
| Mirabella Financial Services LLP | 27,813 | $8.38M | 0.61% | +18,541+200.0% | Added |
| AIA Group Ltd | 27,913 | $8.41M | 0.27% | +3,520+14.4% | Added |
| Park Avenue Securities LLC | 27,994 | $8.43M | 0.11% | +6,492+30.2% | Added |
| Lincoln National Corp | 28,055 | $8.45M | 0.13% | +2,247+8.7% | Added |
| Stelac Advisory Services LLC | 28,158 | $8.48M | 3.99% | 00.0% | Unchanged |
| Sigma Planning Corp | 28,225 | $8.50M | 0.27% | +16,670+144.3% | Added |
| Cohen Klingenstein LLC | 28,300 | $8.52M | 0.32% | 00.0% | Unchanged |
| Wormser Freres Gestion | 27,337 | $8.53M | 5.84% | −8,920−24.6% | Reduced |
| ClariVest Asset Management LLC | 28,437 | $8.56M | 0.89% | −67,368−70.3% | Reduced |
| Selective Wealth Management, Inc. | 28,692 | $8.60M | 3.74% | −933−3.1% | Reduced |
| Silicon Valley Capital Partners | 28,578 | $8.61M | 1.28% | +3,258+12.9% | Added |
| Portside Wealth Group, LLC | 28,663 | $8.63M | 1.60% | −1,813−5.9% | Reduced |
| Investment Management Corp of Ontario | 28,748 | $8.66M | 0.26% | −30,653−51.6% | Reduced |
| Sierra Summit Advisors LLC | 28,799 | $8.67M | 2.36% | −225−0.8% | Reduced |
| United Services Automobile Association | 29,086 | $8.76M | 0.22% | 00.0% | Unchanged |
| Everence Capital Management Inc | 29,160 | $8.78M | 0.58% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 29,168 | $8.78M | 0.24% | −6,545−18.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,193 | $8.79M | 0.62% | +13,953+91.6% | Added |
| Burney Co | 29,823 | $8.98M | 0.34% | +390+1.3% | Added |
| Highland Capital Management, LLC | 29,940 | $9.02M | 0.52% | −909−2.9% | Reduced |
| Telemark Asset Management, LLC | 30,000 | $9.04M | 0.93% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 30,041 | $9.05M | 0.70% | −23−0.1% | Reduced |
| Knollwood Investment Advisory, LLC | 30,380 | $9.15M | 1.65% | +6,200+25.6% | Added |
| Lido Advisors, LLC | 30,418 | $9.17M | 0.08% | +1,630+5.7% | Added |
| Beese Fulmer Investment Management, Inc. | 30,552 | $9.20M | 0.87% | +2,607+9.3% | Added |
| Level Four Advisory Services, LLC | 35,027 | $9.22M | 0.51% | +1,392+4.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,716 | $9.25M | 0.24% | −81−0.3% | Reduced |
| Vestcor Inc | 30,720 | $9.25M | 0.32% | +181+0.6% | Added |
| Shufro Rose & Co LLC | 30,722 | $9.25M | 0.77% | +751+2.5% | Added |
| Fred Alger Management, LLC | 30,877 | $9.30M | 0.05% | +24,529+386.4% | Added |
| Barrier Capital Management, LLC | 31,267 | $9.42M | 9.31% | +5,340+20.6% | Added |
| Simmons Bank | 31,750 | $9.56M | 0.72% | +825+2.7% | Added |
| Acadian Asset Management LLC | 31,779 | $9.56M | 0.03% | −7,232−18.5% | Reduced |
| Pinnacle Associates Ltd | 31,864 | $9.60M | 0.15% | +200+0.6% | Added |
| CMH Wealth Management LLC | 31,864 | $9.61M | 2.44% | −16,183−33.7% | Reduced |
| First National Trust Co | 31,914 | $9.61M | 0.39% | −110.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 31,945 | $9.62M | 0.66% | −2,719−7.8% | Reduced |
| Zweig-DiMenna Associates LLC | 31,950 | $9.62M | 0.85% | +31,950 | New |
| Arkadios Wealth Advisors | 31,968 | $9.63M | 0.75% | +459+1.5% | Added |
| Keybank National Association | 32,317 | $9.73M | 0.04% | −30.0% | Reduced |
| Maxi Investments CY Ltd | 32,489 | $9.79M | 2.63% | 00.0% | Unchanged |
| Independent Advisor Alliance | 32,520 | $9.79M | 0.35% | +2,989+10.1% | Added |
| Equitable Trust Co | 32,545 | $9.80M | 0.68% | −15,240−31.9% | Reduced |
| Wedbush Securities Inc | 32,591 | $9.82M | 0.37% | +3,109+10.5% | Added |
| WS Portfolio Advisory, LLC | 32,633 | $9.83M | 1.74% | +32,633 | New |
| Beacon Investment Advisory Services, Inc. | 32,785 | $9.87M | 0.43% | −681−2.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,859 | $9.89M | 0.42% | +2,445+8.0% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 33,300 | $10.0M | 0.97% | −11,000−24.8% | Reduced |
| Stratos Wealth Advisors, LLC | 33,378 | $10.1M | 0.60% | +1,058+3.3% | Added |
| Grassi Investment Management | 33,613 | $10.1M | 0.92% | −200−0.6% | Reduced |
| Artemis Investment Management LLP | 33,650 | $10.1M | 0.13% | +152+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,897 | $10.2M | 1.22% | +375+1.1% | Added |
| Novare Capital Management LLC | 34,086 | $10.3M | 0.93% | +385+1.1% | Added |