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 |
|---|---|---|---|---|---|
| Adams Diversified Equity Fund, Inc. | 135,700 | $40.9M | 1.45% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 136,765 | $41.2M | 0.29% | −3,097−2.2% | Reduced |
| Aureus Asset Management, LLC | 137,034 | $41.3M | 2.82% | −937−0.7% | Reduced |
| Guinness Asset Management LTD | 137,639 | $41.5M | 0.86% | +11,620+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 137,928 | $41.5M | 0.16% | +4,086+3.1% | Added |
| Regions Financial Corp | 138,205 | $41.6M | 0.32% | +1,040+0.8% | Added |
| SG Americas Securities, LLC | 140,421 | $42.3M | 0.22% | +79,192+129.3% | Added |
| M&T Bank Corp | 141,252 | $42.5M | 0.15% | −29,222−17.1% | Reduced |
| Morningstar Investment Services LLC | 141,237 | $42.6M | 0.47% | −140,733−49.9% | Reduced |
| ExodusPoint Capital Management, LP | 142,164 | $42.8M | 0.53% | −11,018−7.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 144,179 | $43.4M | 0.11% | +70,253+95.0% | Added |
| Hantz Financial Services, Inc. | 146,456 | $44.1M | 0.86% | −3,096−2.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 146,480 | $44.1M | 0.49% | −2,561−1.7% | Reduced |
| New York Life Investment Management LLC | 146,574 | $44.1M | 0.44% | −5,773−3.8% | Reduced |
| Becker Capital Management Inc | 146,709 | $44.2M | 1.52% | −3,510−2.3% | Reduced |
| Connectus Wealth, LLC | 147,996 | $44.6M | 1.22% | −20,710−12.3% | Reduced |
| AE Wealth Management LLC | 149,162 | $44.9M | 0.51% | −10,357−6.5% | Reduced |
| USS Investment Management Ltd | 149,908 | $45.1M | 0.37% | +3,404+2.3% | Added |
| Crosslink Capital Inc | 150,860 | $45.4M | 6.47% | −57,485−27.6% | Reduced |
| Walleye Capital LLC | 151,510 | $45.6M | 0.50% | +57,642+61.4% | Added |
| Martingale Asset Management L P | 151,786 | $45.7M | 0.91% | +4,320+2.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 152,455 | $45.9M | 0.51% | +3,900+2.6% | Added |
| Pinnacle Financial Partners Inc | 152,455 | $45.9M | 0.99% | +3,299+2.2% | Added |
| Caxton Associates LP | 152,652 | $46.0M | 3.12% | −67,348−30.6% | Reduced |
| J. Stern & Co. LLP | 154,609 | $46.2M | 5.84% | +32,017+26.1% | Added |
| Quilter Plc | 156,312 | $47.1M | 1.11% | +17,393+12.5% | Added |
| Financial Counselors Inc | 156,720 | $47.2M | 0.80% | −22,327−12.5% | Reduced |
| WestEnd Advisors, LLC | 156,858 | $47.2M | 1.22% | −2,595−1.6% | Reduced |
| Blackstone Group Inc. | 160,000 | $48.2M | 0.21% | +160,000 | New |
| Brown Advisory Inc | 160,257 | $48.3M | 0.06% | −3,599−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 162,123 | $48.8M | 0.68% | −18,635−10.3% | Reduced |
| Utah Retirement Systems | 162,432 | $48.9M | 0.57% | −1,800−1.1% | Reduced |
| Manning & Napier Group, LLC | 162,616 | $49.0M | 0.56% | −99,478−38.0% | Reduced |
| Maplelane Capital, LLC | 163,000 | $49.1M | 3.32% | +115,000+239.6% | Added |
| Heritage Investors Management Corp | 164,255 | $49.5M | 1.75% | −1,724−1.0% | Reduced |
| Junto Capital Management LP | 167,371 | $50.4M | 1.12% | −124,348−42.6% | Reduced |
| Bank of Nova Scotia | 167,533 | $50.5M | 0.10% | −545,015−76.5% | Reduced |
| Mercer Global Advisors Inc | 168,778 | $50.8M | 0.14% | +94,384+126.9% | Added |
| Czech National Bank | 170,320 | $51.3M | 0.66% | −123−0.1% | Reduced |
| Bridgewater Associates, LP | 170,425 | $51.3M | 0.26% | +160,902+1,689.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 171,136 | $51.5M | 3.04% | −4,239−2.4% | Reduced |
| Hyperion Asset Management Ltd | 171,207 | $51.6M | 2.17% | −13,378−7.2% | Reduced |
| Scotia Capital Inc. | 171,261 | $51.6M | 0.31% | −19,028−10.0% | Reduced |
| Twin Tree Management, LP | 172,516 | $52.0M | 1.18% | +99,854+137.4% | Added |
| Erste Asset Management GmbH | 174,108 | $52.5M | 0.71% | −14,458−7.7% | Reduced |
| RMB Capital Management, LLC | 174,793 | $52.6M | 1.21% | −5,982−3.3% | Reduced |
| Atalanta Sosnoff Capital, LLC | 175,003 | $52.7M | 1.22% | +9,509+5.7% | Added |
| Tudor Investment Corp Et Al | 175,183 | $52.8M | 0.65% | +11,181+6.8% | Added |
| HRT Financial LP | 176,129 | $53.0M | 0.33% | +157,598+850.5% | Added |
| PointState Capital LP | 176,631 | $53.2M | 1.60% | +176,631 | New |
| Mariner, LLC | 176,754 | $53.2M | 0.11% | −17,939−9.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 177,939 | $53.6M | 1.51% | −16,195−8.3% | Reduced |
| TownSquare Capital, LLC | 179,166 | $54.0M | 0.79% | +1,011+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 182,648 | $54.9M | 0.40% | +58,571+47.2% | Added |
| QRG Capital Management, Inc. | 182,849 | $55.1M | 0.70% | +99,163+118.5% | Added |
| Varma Mutual Pension Insurance Co | 182,926 | $55.1M | 0.48% | +113,700+164.2% | Added |
| Summitry LLC | 185,470 | $55.9M | 2.93% | −12,897−6.5% | Reduced |
| Meitav Dash Investments Ltd | 185,981 | $56.0M | 1.10% | +179,208+2,645.9% | Added |
| Gateway Investment Advisers LLC | 187,486 | $56.5M | 0.64% | −612−0.3% | Reduced |
| Balyasny Asset Management LLC | 187,719 | $56.5M | 0.15% | −33,477−15.1% | Reduced |
| Oribel Capital Management, LP | 188,200 | $56.7M | 6.51% | −1,000−0.5% | Reduced |
| Oppenheimer Asset Management Inc. | 189,407 | $57.0M | 0.84% | −7,375−3.7% | Reduced |
| Banco Santander, S.A. | 191,226 | $57.6M | 0.69% | −24,070−11.2% | Reduced |
| Avala Global LP | 192,485 | $58.0M | 4.23% | +73,285+61.5% | Added |
| Mogy Joel R Investment Counsel Inc | 192,777 | $58.1M | 3.95% | −2,018−1.0% | Reduced |
| Valiant Capital Management, L.P. | 196,536 | $59.2M | 6.97% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 196,813 | $59.3M | 0.47% | −1,864−0.9% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 196,906 | $59.3M | 2.66% | +5,934+3.1% | Added |
| IFM Investors Pty Ltd | 198,209 | $59.7M | 0.65% | −2,719−1.4% | Reduced |
| Xponance, Inc. | 198,217 | $59.7M | 0.63% | +2,612+1.3% | Added |
| Texas Permanent School Fund | 200,111 | $60.3M | 0.48% | −800−0.4% | Reduced |
| Capital International Inc | 200,372 | $60.3M | 0.81% | −8,936−4.3% | Reduced |
| Petrus Trust Company, LTA | 200,800 | $60.5M | 5.47% | −13,500−6.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 201,589 | $60.7M | 0.70% | −34,617−14.7% | Reduced |
| Windward Capital Management Co | 203,043 | $61.2M | 5.10% | −2,630−1.3% | Reduced |
| Daiwa Securities Group Inc. | 203,084 | $61.2M | 0.35% | +36,319+21.8% | Added |
| Huntington National Bank | 203,808 | $61.4M | 0.49% | +16,271+8.7% | Added |
| Hampton Road Capital Management LP | 204,643 | $61.6M | 8.18% | +204,643 | New |
| Motley Fool Wealth Management, LLC | 205,987 | $62.0M | 3.20% | −6,019−2.8% | Reduced |
| Amalgamated Bank | 206,399 | $62.2M | 0.53% | −32,828−13.7% | Reduced |
| Nisa Investment Advisors, LLC | 206,353 | $62.2M | 0.40% | +4,777+2.4% | Added |
| DnB Asset Management AS | 206,917 | $62.3M | 0.32% | −46,902−18.5% | Reduced |
| Verition Fund Management LLC | 207,073 | $62.4M | 0.60% | +202,057+4,028.2% | Added |
| Davidson Kempner Capital Management LP | 208,500 | $62.8M | 0.93% | +79,831+62.0% | Added |
| CIBC World Markets Corp | 208,570 | $62.8M | 0.41% | +23,866+12.9% | Added |
| Pictet & Cie (Europe) SA | 210,769 | $63.5M | 1.66% | +6,057+3.0% | Added |
| Janney Montgomery Scott LLC | 212,390 | $64.0M | 0.19% | +4,503+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 212,504 | $64.0M | 0.44% | −570−0.3% | Reduced |
| Marshall Wace, LLP | 213,086 | $64.2M | 0.11% | −185,618−46.6% | Reduced |
| Retirement Systems of Alabama | 213,652 | $64.3M | 0.25% | −788−0.4% | Reduced |
| Creative Planning | 213,854 | $64.4M | 0.07% | +12,285+6.1% | Added |
| CIBC Asset Management Inc | 214,928 | $64.7M | 0.22% | +931+0.4% | Added |
| E. Ohman J:or Asset Management AB | 216,000 | $65.1M | 1.66% | +177,850+466.2% | Added |
| Compagnie Lombard Odier SCmA | 216,309 | $65.1M | 1.15% | −66,145−23.4% | Reduced |
| Henshaw Capital LLC | 216,400 | $65.2M | 3.05% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 219,736 | $66.2M | 0.25% | −4,110−1.8% | Reduced |
| BNP Paribas | 220,705 | $66.3M | 3.09% | +220,705 | New |
| D. E. Shaw & Co., Inc. | 221,466 | $66.7M | 0.09% | −247,704−52.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,310 | $67.0M | 0.60% | −22,998−9.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 222,429 | $67.0M | 2.15% | −38,397−14.7% | Reduced |