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 |
|---|---|---|---|---|---|
| Abner Herrman & Brock LLC | 81,176 | $24.4M | 3.05% | −2,242−2.7% | Reduced |
| Sculptor Capital LP | 81,500 | $24.5M | 0.54% | +81,500 | New |
| Cinctive Capital Management LP | 81,509 | $24.5M | 1.26% | +75,742+1,313.4% | Added |
| Oregon Public Employees Retirement Fund | 82,717 | $24.9M | 0.50% | +6,727+8.9% | Added |
| Noked Israel Ltd | 83,000 | $25.0M | 6.72% | +36,000+76.6% | Added |
| Governors Lane LP | 83,303 | $25.1M | 4.03% | −31,500−27.4% | Reduced |
| Ethic Inc. | 83,583 | $25.2M | 0.64% | +5,964+7.7% | Added |
| Pacer Advisors, Inc. | 84,012 | $25.3M | 0.06% | +2,777+3.4% | Added |
| Tower Research Capital LLC (TRC) | 84,063 | $25.3M | 0.61% | −58,441−41.0% | Reduced |
| Spire Wealth Management | 40,415 | $25.4M | 0.69% | −265−0.7% | Reduced |
| GTS Securities LLC | 84,779 | $25.5M | 0.69% | −125,089−59.6% | Reduced |
| Pittenger & Anderson Inc | 85,116 | $25.6M | 1.04% | +288+0.3% | Added |
| Achmea Investment Management B.V. | 85,257 | $25.7M | 0.49% | −1,957−2.2% | Reduced |
| Prudential PLC | 85,309 | $25.7M | 0.21% | +34,614+68.3% | Added |
| La Financiere de L'Echiquier | 85,600 | $25.8M | 1.11% | +28,300+49.4% | Added |
| Gulf International Bank (UK) Ltd | 85,793 | $25.8M | 0.65% | +2,057+2.5% | Added |
| NorthCrest Asset Manangement, LLC | 85,850 | $25.9M | 0.88% | +798+0.9% | Added |
| Rathbone Brothers plc | 85,880 | $25.9M | 0.15% | +79,017+1,151.3% | Added |
| Magellan Asset Management Ltd | 86,279 | $26.0M | 0.25% | −93,442−52.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 86,949 | $26.2M | 0.59% | −787−0.9% | Reduced |
| Meritage Group LP | 87,337 | $26.3M | 0.62% | −955,949−91.6% | Reduced |
| Annex Advisory Services, LLC | 88,207 | $26.6M | 0.94% | +6,382+7.8% | Added |
| Elo Mutual Pension Insurance Co | 88,448 | $26.6M | 0.63% | +3,499+4.1% | Added |
| Capital International Ltd | 88,511 | $26.7M | 1.28% | −11,945−11.9% | Reduced |
| Optiver Holding B.V. | 88,602 | $26.7M | 1.11% | +88,602 | New |
| Braun Stacey Associates Inc | 89,080 | $26.8M | 1.06% | −2,599−2.8% | Reduced |
| Umb Bank N A | 89,361 | $26.9M | 0.43% | −78−0.1% | Reduced |
| Prio Wealth Limited Partnership | 89,869 | $27.1M | 0.78% | +4,850+5.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 90,000 | $27.1M | 0.33% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 90,225 | $27.2M | 3.03% | +32,926+57.5% | Added |
| Rokos Capital Management LLP | 90,667 | $27.3M | 0.70% | +37,932+71.9% | Added |
| Steel Peak Wealth Management LLC | 91,171 | $27.5M | 1.41% | −3,238−3.4% | Reduced |
| Boston Family Office LLC | 91,355 | $27.5M | 1.98% | +194+0.2% | Added |
| Mesirow Financial Investment Management, Inc. | 91,499 | $27.6M | 0.63% | +1,569+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 92,573 | $27.9M | 0.31% | +24,152+35.3% | Added |
| Allen Investment Management LLC | 92,777 | $27.9M | 0.35% | −30,917−25.0% | Reduced |
| Kingsview Wealth Management, LLC | 93,204 | $28.1M | 0.70% | +8,472+10.0% | Added |
| Tiaa Trust, National Association | 93,233 | $28.1M | 0.09% | +1,243+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 93,337 | $28.1M | 1.42% | −4,955−5.0% | Reduced |
| Crossmark Global Holdings, Inc. | 93,464 | $28.1M | 0.54% | +3,996+4.5% | Added |
| Alta Park Capital, LP | 94,037 | $28.3M | 3.07% | +4,222+4.7% | Added |
| RDST Capital LLC | 95,630 | $28.8M | 7.16% | +3,465+3.8% | Added |
| Chilton Capital Management LLC | 96,101 | $28.9M | 1.37% | +2,241+2.4% | Added |
| Wesbanco Bank Inc | 96,292 | $29.0M | 1.09% | +27,940+40.9% | Added |
| Kestra Advisory Services, LLC | 96,649 | $29.1M | 0.20% | +571+0.6% | Added |
| Suncoast Equity Management | 96,793 | $29.2M | 3.42% | +44,586+85.4% | Added |
| Brinker Capital Investments, LLC | 97,797 | $29.5M | 0.32% | −123−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 97,797 | $29.5M | 0.32% | −123−0.1% | Reduced |
| Thomasville National Bank | 98,280 | $29.6M | 2.44% | −889−0.9% | Reduced |
| Wealthfront Advisers LLC | 98,322 | $29.6M | 0.10% | +2,888+3.0% | Added |
| NS Partners Ltd | 98,709 | $29.7M | 1.37% | −1,619−1.6% | Reduced |
| Greenleaf Trust | 99,218 | $29.9M | 0.28% | −2,947−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 100,336 | $30.2M | 1.00% | −4,654−4.4% | Reduced |
| Nomura Holdings Inc | 100,438 | $30.2M | 0.25% | +58,369+138.7% | Added |
| Factory Mutual Insurance Co | 100,800 | $30.4M | 0.35% | −3,500−3.4% | Reduced |
| Davidson Investment Advisors | 100,995 | $30.4M | 1.58% | +357+0.4% | Added |
| MayTech Global Investments, LLC | 101,098 | $30.4M | 4.98% | +1,343+1.3% | Added |
| TCTC Holdings, LLC | 102,807 | $31.0M | 1.03% | +353+0.3% | Added |
| Toroso Investments, LLC | 102,886 | $31.0M | 0.53% | +10,161+11.0% | Added |
| Insight Holdings Group, LLC | 103,000 | $31.0M | 0.87% | −6,200−5.7% | Reduced |
| TenCore Partners, LP | 103,334 | $31.1M | 9.65% | −67,880−39.6% | Reduced |
| Whittier Trust Co | 103,938 | $31.3M | 0.46% | +366+0.4% | Added |
| Twinbeech Capital LP | 104,157 | $31.4M | 0.65% | +104,157 | New |
| Main Street Research LLC | 104,482 | $31.5M | 2.14% | +2,662+2.6% | Added |
| Natixis Investment Managers International | 104,650 | $31.5M | 2.15% | −62,585−37.4% | Reduced |
| Atria Investments LLC | 104,966 | $31.6M | 0.44% | +9,817+10.3% | Added |
| State of Alaska, Department of Revenue | 105,045 | $31.6M | 0.36% | −400.0% | Reduced |
| EULAV Asset Management | 107,405 | $32.3M | 0.89% | −4,503−4.0% | Reduced |
| Commerzbank Aktiengesellschaft | 107,693 | $32.4M | 1.08% | +3,342+3.2% | Added |
| Assetmark, Inc | 108,376 | $32.6M | 0.11% | +29,134+36.8% | Added |
| Vancity Investment Management Ltd | 108,702 | $32.7M | 3.90% | +22,270+25.8% | Added |
| Trybe Capital Management LP | 108,999 | $32.8M | 11.98% | +40,128+58.3% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 110,000 | $33.1M | 1.67% | −15,000−12.0% | Reduced |
| Baader Bank INC | 110,171 | $33.2M | 2.71% | +1,697+1.6% | Added |
| Capital International Sarl | 110,587 | $33.3M | 1.10% | −4,911−4.3% | Reduced |
| Stephens Inc | 110,700 | $33.3M | 0.52% | +20,071+22.1% | Added |
| Nissay Asset Management Corp | 111,177 | $33.5M | 0.23% | +127+0.1% | Added |
| Renaissance Group LLC | 113,719 | $34.2M | 1.29% | −30,439−21.1% | Reduced |
| Howard Capital Management Group, LLC | 113,820 | $34.3M | 2.64% | +215+0.2% | Added |
| Tocqueville Asset Management L.P. | 114,783 | $34.6M | 0.56% | −1,798−1.5% | Reduced |
| Immersion Capital LLP | 115,764 | $34.9M | 13.81% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 115,768 | $34.9M | 0.16% | +9,961+9.4% | Added |
| British Columbia Investment Management Corp | 115,961 | $34.9M | 0.24% | +3,954+3.5% | Added |
| United Capital Financial Advisers, LLC | 117,525 | $35.4M | 0.29% | −4,435−3.6% | Reduced |
| Silvant Capital Management LLC | 118,295 | $35.7M | 1.70% | +633+0.5% | Added |
| Sanibel Captiva Trust Company, Inc. | 120,725 | $36.4M | 1.24% | +360.0% | Added |
| Sequoia Financial Advisors, LLC | 121,501 | $36.6M | 0.46% | −4,065−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 122,392 | $36.9M | 0.42% | +88,879+265.2% | Added |
| Steward Partners Investment Advisory, LLC | 123,574 | $37.2M | 0.41% | +17,349+16.3% | Added |
| Cresset Asset Management, LLC | 123,980 | $37.4M | 0.18% | +11,624+10.3% | Added |
| Glenmede Trust Co NA | 124,137 | $37.4M | 0.19% | +9,159+8.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 124,289 | $37.5M | 0.94% | −4,017−3.1% | Reduced |
| Mutual of America Capital Management LLC | 126,914 | $38.2M | 0.41% | −3,305−2.5% | Reduced |
| Hollencrest Capital Management | 127,691 | $38.5M | 1.76% | −7,000−5.2% | Reduced |
| Franklin Street Advisors Inc | 127,823 | $38.5M | 2.85% | −183−0.1% | Reduced |
| LMR Partners LLP | 129,892 | $39.1M | 1.00% | +129,892 | New |
| MML Investors Services, LLC | 131,301 | $39.5M | 0.16% | +8,890+7.3% | Added |
| Yousif Capital Management, LLC | 132,237 | $39.8M | 0.44% | −4,163−3.1% | Reduced |
| Credit Agricole S A | 146,968 | $40.0M | 0.68% | +38,300+35.2% | Added |
| Woodline Partners LP | 135,678 | $40.9M | 0.38% | −36,547−21.2% | Reduced |