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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 49,256 | $14.8M | 0.36% | +5,301+12.1% | Added |
| Cornerstone Advisors, LLC | 49,300 | $14.8M | 0.61% | −800−1.6% | Reduced |
| Intech Investment Management LLC | 49,513 | $14.9M | 0.21% | +22,145+80.9% | Added |
| Omers Administration Corp | 49,663 | $15.0M | 0.17% | +5,864+13.4% | Added |
| Quattro Financial Advisors LLC | 50,000 | $15.1M | 4.28% | +49,737+18,911.4% | Added |
| Sora Investors LLC | 50,000 | $15.1M | 2.48% | +50,000 | New |
| Mill Capital Management, LLC | 50,173 | $15.1M | 1.26% | +447+0.9% | Added |
| Marco Investment Management LLC | 50,294 | $15.1M | 1.43% | −425−0.8% | Reduced |
| Perigon Wealth Management, LLC | 50,648 | $15.3M | 0.46% | −108−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 50,789 | $15.3M | 0.46% | +18,279+56.2% | Added |
| GDS Wealth Management | 51,438 | $15.5M | 1.81% | +2,144+4.3% | Added |
| Cornerstone Capital, Inc. | 51,619 | $15.5M | 1.59% | +530+1.0% | Added |
| Neville Rodie & Shaw Inc | 51,871 | $15.6M | 1.19% | +3,927+8.2% | Added |
| Captrust Financial Advisors | 52,043 | $15.7M | 0.06% | −18,346−26.1% | Reduced |
| Banque Cantonale Vaudoise | 52,505 | $15.8M | 0.62% | −1,416−2.6% | Reduced |
| Great Lakes Advisors, LLC | 52,560 | $15.8M | 0.13% | +14,982+39.9% | Added |
| Synovus Financial Corp | 52,815 | $15.9M | 0.21% | −321−0.6% | Reduced |
| Amica Mutual Insurance Co | 52,873 | $15.9M | 1.62% | 00.0% | Unchanged |
| Quest Investment Management LLC | 53,441 | $16.1M | 1.80% | −5,990−10.1% | Reduced |
| Allianz SE | 53,457 | $16.1M | 0.51% | +53,457 | New |
| Atria Wealth Solutions, Inc. | 53,521 | $16.1M | 0.18% | −2,153−3.9% | Reduced |
| Eastern Bank | 53,764 | $16.2M | 0.67% | +2,179+4.2% | Added |
| Anchor Capital Advisors LLC | 53,803 | $16.2M | 0.42% | −11,472−17.6% | Reduced |
| Jasper Ridge Partners, L.P. | 54,174 | $16.3M | 0.51% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 54,296 | $16.4M | 1.28% | +20,964+62.9% | Added |
| Bessemer Group Inc | 54,761 | $16.5M | 0.03% | +27,850+103.5% | Added |
| Taurus Asset Management, LLC | 54,930 | $16.5M | 1.68% | +54,930 | New |
| Metis Global Partners, LLC | 54,966 | $16.6M | 0.60% | +29+0.1% | Added |
| Suvretta Capital Management, LLC | 55,050 | $16.6M | 0.70% | +55,050 | New |
| First Financial Bankshares Inc | 55,217 | $16.6M | 0.37% | +217+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 55,819 | $16.8M | 0.06% | +9,941+21.7% | Added |
| WoodTrust Financial Corp | 56,262 | $16.9M | 2.68% | −1,711−3.0% | Reduced |
| Louisiana State Employees Retirement System | 56,300 | $17.0M | 0.33% | −2,500−4.3% | Reduced |
| DuPont Capital Management Corp | 56,828 | $17.1M | 1.42% | −7,350−11.5% | Reduced |
| Securian Asset Management, Inc | 57,015 | $17.2M | 0.50% | −4,586−7.4% | Reduced |
| Zevenbergen Capital Investments LLC | 58,000 | $17.5M | 0.37% | 00.0% | Unchanged |
| Payden & Rygel | 58,500 | $17.6M | 1.20% | +200+0.3% | Added |
| Payden & Rygel Investment Group | 58,500 | $17.6M | 1.20% | +58,500 | New |
| BWCP, LP | 58,670 | $17.7M | 4.53% | +7,524+14.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 58,713 | $17.7M | 0.49% | +184+0.3% | Added |
| Quantinno Capital Management LP | 59,345 | $17.9M | 0.39% | +9,353+18.7% | Added |
| Talbot Financial, LLC | 59,491 | $17.9M | 2.40% | −91−0.2% | Reduced |
| Lyell Wealth Management, LP | 60,170 | $18.1M | 1.84% | −437−0.7% | Reduced |
| Sit Investment Associates Inc | 60,460 | $18.2M | 0.42% | −85−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 60,536 | $18.2M | 0.25% | −2,449−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 56,358 | $18.3M | 0.14% | +200.0% | Added |
| iA Global Asset Management Inc. | 60,982 | $18.4M | 0.38% | +55,538+1,020.2% | Added |
| Middleton & Co Inc | 61,200 | $18.4M | 2.13% | −1,333−2.1% | Reduced |
| Light Street Capital Management, LLC | 61,405 | $18.5M | 4.63% | −10,483−14.6% | Reduced |
| Beacon Pointe Advisors, LLC | 61,417 | $18.5M | 0.21% | −12,048−16.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 61,549 | $18.5M | 0.35% | −14,622−19.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 61,834 | $18.6M | 0.67% | +55,805+925.6% | Added |
| Fulton Breakefield Broenniman LLC | 61,930 | $18.7M | 1.44% | −817−1.3% | Reduced |
| Gotham Asset Management, LLC | 62,030 | $18.7M | 0.28% | −13,061−17.4% | Reduced |
| CWM, LLC | 62,079 | $18.7M | 0.09% | +11,560+22.9% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 62,274 | $18.8M | 0.42% | +62,274 | New |
| Kestra Private Wealth Services, LLC | 62,530 | $18.8M | 0.42% | +3,036+5.1% | Added |
| Hartford Investment Management Co | 62,565 | $18.8M | 0.67% | −2,993−4.6% | Reduced |
| Lighthouse Investment Partners, LLC | 62,761 | $18.9M | 1.11% | +1,500+2.4% | Added |
| Cidel Asset Management Inc | 63,244 | $19.0M | 1.45% | −495−0.8% | Reduced |
| Azimuth Capital Investment Management LLC | 63,463 | $19.1M | 0.79% | −6,019−8.7% | Reduced |
| First Long Island Investors, LLC | 63,666 | $19.2M | 1.60% | +63,666 | New |
| Kadensa Capital Ltd | 64,094 | $19.3M | 5.24% | +64,094 | New |
| Jones Financial Companies LLLP | 64,219 | $19.3M | 0.03% | +8,793+15.9% | Added |
| D.A. Davidson & Co. | 64,386 | $19.4M | 0.17% | +525+0.8% | Added |
| CCM Investment Advisers LLC | 64,598 | $19.5M | 2.33% | −7,205−10.0% | Reduced |
| Parallel Advisors, LLC | 65,829 | $19.8M | 0.54% | −308−0.5% | Reduced |
| Freestone Capital Holdings, LLC | 66,132 | $19.9M | 0.74% | +947+1.5% | Added |
| Cullen/Frost Bankers, Inc. | 66,486 | $20.0M | 0.30% | −865−1.3% | Reduced |
| Moran Wealth Management, LLC | 66,536 | $20.0M | 0.65% | −190−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 171,228 | $20.1M | 1.08% | −788−0.5% | Reduced |
| Maryland State Retirement & Pension System | 73,185 | $20.2M | 0.40% | −507−0.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $20.2M | 2.66% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 67,158 | $20.2M | 0.43% | +342+0.5% | Added |
| Coronation Fund Managers Ltd. | 67,518 | $20.3M | 0.55% | +3,093+4.8% | Added |
| NewEdge Wealth, LLC | 75,168 | $20.5M | 0.46% | −2,710−3.5% | Reduced |
| NZS Capital, LLC | 69,144 | $20.8M | 0.86% | −2,909−4.0% | Reduced |
| Soros Capital Management LLC | 69,803 | $21.0M | 5.77% | +13,208+23.3% | Added |
| Boston Common Asset Management, LLC | 69,985 | $21.1M | 0.50% | −8,503−10.8% | Reduced |
| Motley Fool Asset Management LLC | 71,182 | $21.4M | 1.39% | +70+0.1% | Added |
| Vident Advisory, LLC | 71,287 | $21.5M | 0.45% | +53,393+298.4% | Added |
| GWM Advisors LLC | 71,343 | $21.5M | 0.19% | +11,146+18.5% | Added |
| Washington Trust Co | 71,931 | $21.7M | 0.80% | −1,246−1.7% | Reduced |
| TCG Advisory Services, LLC | 72,066 | $21.7M | 1.20% | +1,489+2.1% | Added |
| Yarbrough Capital, LLC | 72,522 | $21.8M | 0.95% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 73,513 | $22.1M | 0.66% | −4,337−5.6% | Reduced |
| Private Advisor Group, LLC | 74,470 | $22.4M | 0.16% | +5,363+7.8% | Added |
| Harvest Portfolios Group Inc. | 75,346 | $22.7M | 0.89% | −12,211−13.9% | Reduced |
| MMBG Investment Advisors Co. | 76,042 | $22.9M | 2.42% | −497−0.6% | Reduced |
| La Banque Postale Asset Management SA | 76,064 | $22.9M | 0.91% | −145,689−65.7% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $22.9M | 4.06% | 00.0% | Unchanged |
| Old National Bancorp | 78,225 | $23.6M | 0.56% | +2,087+2.7% | Added |
| Ithaka Group LLC | 78,964 | $23.8M | 4.48% | −5,686−6.7% | Reduced |
| JustInvest LLC | 79,365 | $23.9M | 0.51% | +8,332+11.7% | Added |
| Long Path Partners LP | 80,029 | $24.1M | 12.68% | −68,602−46.2% | Reduced |
| Community Trust & Investment Co | 80,033 | $24.1M | 1.70% | −1,856−2.3% | Reduced |
| Nixon Peabody Trust Co | 80,074 | $24.1M | 2.21% | +2,782+3.6% | Added |
| Cambridge Trust Co | 80,740 | $24.3M | 0.92% | −5,008−5.8% | Reduced |
| Andra AP-fonden | 80,998 | $24.4M | 0.43% | +43,000+113.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 81,100 | $24.4M | 0.09% | +19,200+31.0% | Added |