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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 34,347 | $10.3M | 1.48% | +193+0.6% | Added |
| Roffman Miller Associates Inc | 34,508 | $10.4M | 0.69% | −1,717−4.7% | Reduced |
| Empirical Finance, LLC | 34,632 | $10.4M | 0.64% | +1,150+3.4% | Added |
| Philadelphia Trust Co | 34,829 | $10.5M | 0.84% | +1,129+3.4% | Added |
| Honeycomb Asset Management LP | 35,000 | $10.5M | 2.02% | +35,000 | New |
| Meyer Handelman Co | 35,045 | $10.6M | 0.37% | +150.0% | Added |
| CSM Advisors, LLC | 35,370 | $10.7M | 0.70% | +530+1.5% | Added |
| Avantax Advisory Services, Inc. | 35,470 | $10.7M | 0.09% | +2,460+7.5% | Added |
| Marks Group Wealth Management, Inc | 35,495 | $10.7M | 1.12% | +275+0.8% | Added |
| Snowden Capital Advisors LLC | 35,826 | $10.8M | 0.34% | +2,338+7.0% | Added |
| Interval Partners, LP | 36,000 | $10.8M | 0.41% | +22,000+157.1% | Added |
| Trust Co of Vermont | 36,036 | $10.9M | 0.60% | −54−0.1% | Reduced |
| Forbes J M & Co LLP | 36,324 | $10.9M | 1.19% | −38−0.1% | Reduced |
| RPG Investment Advisory, LLC | 36,592 | $11.0M | 1.65% | −105−0.3% | Reduced |
| Vinva Investment Management Ltd | 36,729 | $11.1M | 0.64% | +5,375+17.1% | Added |
| Hamilton Capital Partners Inc. | 36,761 | $11.1M | 1.34% | +6,664+22.1% | Added |
| Sand Hill Global Advisors, LLC | 36,789 | $11.1M | 0.53% | −1,938−5.0% | Reduced |
| Pallas Capital Advisors LLC | 36,819 | $11.1M | 0.46% | +877+2.4% | Added |
| Girard Partners Ltd. | 36,887 | $11.1M | 1.05% | +4,848+15.1% | Added |
| Bridgeway Capital Management, LLC | 36,900 | $11.1M | 0.23% | −5,800−13.6% | Reduced |
| Northstar Asset Management Inc | 37,000 | $11.1M | 1.96% | −12,208−24.8% | Reduced |
| Bogart Wealth, LLC | 37,114 | $11.2M | 0.58% | −3,991−9.7% | Reduced |
| Shelton Capital Management | 37,357 | $11.3M | 0.32% | +15,700+72.5% | Added |
| Kinneret Advisory, LLC | 37,869 | $11.4M | 1.14% | −118−0.3% | Reduced |
| Exchange Traded Concepts, LLC | 37,952 | $11.4M | 0.30% | −1,107−2.8% | Reduced |
| Point72 (DIFC) Ltd | 38,350 | $11.6M | 0.89% | +38,350 | New |
| Moors & Cabot, Inc. | 38,352 | $11.6M | 0.63% | +2,674+7.5% | Added |
| Vestor Capital, LLC | 38,441 | $11.6M | 0.98% | +9,748+34.0% | Added |
| Consolidated Planning Corp | 38,597 | $11.6M | 1.99% | −1,068−2.7% | Reduced |
| Graham Capital Management, L.P. | 38,629 | $11.6M | 0.33% | −9,250−19.3% | Reduced |
| Prospera Financial Services Inc | 38,714 | $11.7M | 0.35% | +9,041+30.5% | Added |
| Means Investment Co., Inc. | 39,002 | $11.7M | 1.52% | +942+2.5% | Added |
| Metropolitan Life Insurance Co | 39,042 | $11.8M | 0.51% | −564−1.4% | Reduced |
| Brookstone Capital Management | 39,088 | $11.8M | 0.21% | +622+1.6% | Added |
| SpiderRock Advisors, LLC | 39,192 | $11.8M | 0.38% | +39,192 | New |
| Motco | 39,122 | $11.8M | 0.70% | −2,672−6.4% | Reduced |
| Sandy Spring Bank | 39,289 | $11.8M | 0.54% | +423+1.1% | Added |
| MAI Capital Management | 39,311 | $11.8M | 0.12% | +10,460+36.3% | Added |
| Columbus Hill Capital Management, L.P. | 39,324 | $11.8M | 2.58% | +39,324 | New |
| Grafton Street Partners Fund, LP | 39,500 | $11.9M | 10.86% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 39,543 | $11.9M | 0.25% | +14,166+55.8% | Added |
| Profund Advisors LLC | 39,701 | $12.0M | 0.47% | +146+0.4% | Added |
| Bradley Foster & Sargent Inc | 39,914 | $12.0M | 0.22% | +128+0.3% | Added |
| Kingdon Capital Management, L.L.C. | 40,000 | $12.0M | 1.59% | +40,000 | New |
| China Universal Asset Management Co., Ltd. | 40,044 | $12.1M | 1.54% | +8,644+27.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 40,365 | $12.2M | 1.37% | −12,500−23.6% | Reduced |
| Sienna Gestion | 40,493 | $12.2M | 1.12% | +40,493 | New |
| Knights of Columbus Asset Advisors LLC | 40,556 | $12.2M | 0.88% | −903−2.2% | Reduced |
| Pinnbrook Capital Management LP | 40,694 | $12.3M | 2.12% | −17,834−30.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $12.3M | 1.07% | +40,750 | New |
| Osborne Partners Capital Management, LLC | 40,989 | $12.3M | 0.76% | +1,619+4.1% | Added |
| Bryn Mawr Trust Co | 41,069 | $12.4M | 0.47% | +41,069 | New |
| Edentree Asset Management Ltd | 41,195 | $12.4M | 3.93% | −13,493−24.7% | Reduced |
| Phoenix Holdings Ltd. | 41,169 | $12.4M | 0.17% | +19,716+91.9% | Added |
| GuoLine Advisory Pte Ltd | 41,500 | $12.5M | 1.52% | +41,500 | New |
| Fiduciary Trust Co | 41,591 | $12.5M | 0.19% | +1,342+3.3% | Added |
| Two Sigma Advisers, LP | 41,800 | $12.6M | 0.03% | −35,700−46.1% | Reduced |
| Stratos Wealth Partners, LTD. | 41,851 | $12.6M | 0.21% | +1,692+4.2% | Added |
| Colony Group, LLC | 42,036 | $12.7M | 0.10% | +22,370+113.7% | Added |
| PGGM Investments | 42,373 | $12.8M | 0.19% | +17,639+71.3% | Added |
| CFM Wealth Partners LLC | 42,570 | $12.8M | 2.57% | +1,004+2.4% | Added |
| Stonebridge Capital Advisors LLC | 42,600 | $12.8M | 1.15% | +2,098+5.2% | Added |
| Kemnay Advisory Services Inc. | 42,858 | $12.9M | 2.48% | +42,858 | New |
| Concentric Capital Strategies, LP | 43,142 | $13.0M | 0.84% | −12,227−22.1% | Reduced |
| Summit Trail Advisors, LLC | 43,184 | $13.0M | 0.35% | +23,089+114.9% | Added |
| Foster Victor Wealth Advisors, LLC | 43,698 | $13.1M | 1.19% | −3,227−6.9% | Reduced |
| Oppenheimer & Co Inc | 43,481 | $13.1M | 0.22% | +3,285+8.2% | Added |
| Iyo Bank, Ltd. | 43,532 | $13.1M | 5.22% | 00.0% | Unchanged |
| Thames Capital Management LLC | 43,558 | $13.1M | 5.46% | +7,258+20.0% | Added |
| LVM Capital Management Ltd | 43,778 | $13.2M | 1.56% | +1,490+3.5% | Added |
| Norinchukin Bank, The | 43,795 | $13.2M | 0.39% | −3,386−7.2% | Reduced |
| Sycomore Asset Management | 43,441 | $13.3M | 2.90% | −16,589−27.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 44,073 | $13.3M | 3.76% | −591−1.3% | Reduced |
| CTC LLC | 44,224 | $13.3M | 0.22% | +44,224 | New |
| Makena Capital Management LLC | 44,232 | $13.3M | 3.10% | −7,287−14.1% | Reduced |
| Trajan Wealth LLC | 44,501 | $13.4M | 0.91% | +44,501 | New |
| Baker Avenue Asset Management, LP | 44,681 | $13.5M | 0.53% | −8,794−16.4% | Reduced |
| Rothschild Investment LLC | 44,706 | $13.5M | 0.97% | −2,132−4.6% | Reduced |
| Gradient Investments LLC | 44,955 | $13.5M | 0.31% | +42,714+1,906.0% | Added |
| Exchange Capital Management, Inc. | 45,079 | $13.6M | 2.21% | −646−1.4% | Reduced |
| Boothbay Fund Management, LLC | 45,150 | $13.6M | 0.40% | +40+0.1% | Added |
| Adell Harriman & Carpenter Inc | 45,789 | $13.8M | 1.14% | +1,092+2.4% | Added |
| Abbrea Capital, LLC | 46,308 | $14.0M | 1.84% | −710−1.5% | Reduced |
| Dash Acquisitions Inc. | 50,731 | $14.0M | 4.43% | +608+1.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,601 | $14.0M | 0.25% | +1,880+4.2% | Added |
| Eagle Asset Management Inc | 46,668 | $14.1M | 0.07% | +10,714+29.8% | Added |
| Whittier Trust Co of Nevada Inc | 46,850 | $14.1M | 0.40% | +2,066+4.6% | Added |
| Nan Shan Life Insurance Co., Ltd. | 47,153 | $14.2M | 0.33% | −190,437−80.2% | Reduced |
| Illinois Municipal Retirement Fund | 47,226 | $14.2M | 0.22% | +2,140+4.7% | Added |
| Resources Investment Advisors, LLC. | 47,264 | $14.2M | 0.22% | +7,159+17.9% | Added |
| Advisory Services Network, LLC | 47,437 | $14.3M | 0.32% | +1,001+2.2% | Added |
| Connors Investor Services Inc | 47,869 | $14.4M | 1.52% | −5,002−9.5% | Reduced |
| One Capital Management, LLC | 47,920 | $14.4M | 0.52% | −2,105−4.2% | Reduced |
| Edge Wealth Management LLC | 47,926 | $14.4M | 3.03% | −200.0% | Reduced |
| Worldquant Millennium Advisors LLC | 48,048 | $14.5M | 0.18% | +38,338+394.8% | Added |
| Buckingham Capital Management, Inc. | 48,074 | $14.5M | 1.77% | −1,202−2.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 48,427 | $14.6M | 0.42% | +48,427 | New |
| Chesley Taft & Associates LLC | 48,479 | $14.6M | 0.75% | −1,037−2.1% | Reduced |
| Congress Wealth Management LLC | 48,608 | $14.6M | 0.25% | +42,177+655.8% | Added |
| New Mexico Educational Retirement Board | 48,986 | $14.8M | 0.53% | −2,000−3.9% | Reduced |