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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 223,707 | $67.4M | 1.01% | +12,997+6.2% | Added |
| Bartlett & Co. Wealth Management LLC | 229,527 | $69.2M | 1.07% | −10,636−4.4% | Reduced |
| Mackenzie Financial Corp | 231,421 | $69.7M | 0.10% | −6,635−2.8% | Reduced |
| Ofi Invest Asset Management | 251,804 | $70.2M | 1.90% | +1,606+0.6% | Added |
| Comerica Bank | 234,382 | $70.6M | 0.30% | +1,330+0.6% | Added |
| Chicago Capital, LLC | 235,778 | $71.0M | 2.16% | +5,317+2.3% | Added |
| Locust Wood Capital Advisers, LLC | 236,919 | $71.4M | 2.81% | +15,974+7.2% | Added |
| Cooper Investors Pty Ltd | 238,972 | $72.0M | 4.15% | −30,876−11.4% | Reduced |
| Forsta Ap-Fonden | 241,147 | $72.6M | 0.62% | +23,500+10.8% | Added |
| Ami Asset Management Corp | 244,061 | $73.5M | 3.76% | +6,532+2.7% | Added |
| Commerce Bank | 244,696 | $73.7M | 0.49% | +207,728+561.9% | Added |
| CIBC World Markets Inc. | 246,621 | $74.3M | 0.19% | +79,736+47.8% | Added |
| The PNC Financial Services Group, Inc. | 247,678 | $74.6M | 0.05% | +45,742+22.7% | Added |
| Teacher Retirement System of Texas | 248,825 | $74.9M | 0.48% | +5,101+2.1% | Added |
| Mediolanum International Funds Ltd | 249,103 | $75.1M | 1.22% | +249,103 | New |
| Fifth Third Bancorp | 250,968 | $75.6M | 0.30% | +4,624+1.9% | Added |
| Advisor Group Holdings, Inc. | 252,786 | $76.1M | 0.17% | −62,524−19.8% | Reduced |
| MetLife Investment Management | 255,217 | $76.9M | 0.52% | −9,890−3.7% | Reduced |
| Kempen Capital Management N.V. | 256,238 | $77.2M | 0.96% | +7,629+3.1% | Added |
| Crestwood Advisors Group LLC | 257,951 | $77.7M | 1.70% | +10,942+4.4% | Added |
| Nellore Capital Management LLC | 258,439 | $77.8M | 12.03% | −80,000−23.6% | Reduced |
| Westwood Holdings Group Inc. | 262,034 | $78.9M | 0.62% | −38,927−12.9% | Reduced |
| Catalytic Wealth RIA, LLC | 263,669 | $79.4M | 15.89% | +255,113+2,981.7% | Added |
| Capital Group Private Client Services, Inc. | 263,672 | $79.4M | 0.81% | +56,091+27.0% | Added |
| Qube Research & Technologies Ltd | 265,233 | $79.9M | 0.14% | −656,388−71.2% | Reduced |
| State of Michigan Retirement System | 265,243 | $79.9M | 0.43% | −1,100−0.4% | Reduced |
| Pinebridge Investments, L.P. | 266,819 | $80.3M | 0.64% | −8,942−3.2% | Reduced |
| Mairs & Power Inc | 267,036 | $80.4M | 0.78% | −12,119−4.3% | Reduced |
| Nicholas Company, Inc. | 267,250 | $80.5M | 1.33% | 00.0% | Unchanged |
| SurgoCap Partners LP | 267,397 | $80.5M | 4.32% | +267,397 | New |
| King Luther Capital Management Corp | 269,721 | $81.2M | 0.37% | +25,250+10.3% | Added |
| Vontobel Holding Ltd. | 270,495 | $81.5M | 0.65% | −18,164−6.3% | Reduced |
| ProShare Advisors LLC | 272,581 | $82.1M | 0.22% | −45,634−14.3% | Reduced |
| Arizona State Retirement System | 277,784 | $83.7M | 0.58% | −5,754−2.0% | Reduced |
| Man Group plc | 279,192 | $84.1M | 0.23% | −529,601−65.5% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 286,635 | $86.2M | 0.49% | −553,365−65.9% | Reduced |
| Baird Financial Group, Inc. | 287,670 | $86.6M | 0.18% | +16,542+6.1% | Added |
| Carmignac Gestion | 291,003 | $87.6M | 1.39% | +23,999+9.0% | Added |
| American International Group, Inc. | 292,608 | $88.1M | 0.32% | +829+0.3% | Added |
| HMI Capital Management, L.P. | 293,200 | $88.3M | 3.25% | 00.0% | Unchanged |
| Cetera Investment Advisers | 297,453 | $89.6M | 0.21% | +245,857+476.5% | Added |
| Natixis | 299,151 | $90.1M | 0.50% | +187,040+166.8% | Added |
| Calamos Advisors LLC | 301,243 | $90.7M | 0.44% | +18,760+6.6% | Added |
| Samlyn Capital, LLC | 302,615 | $91.1M | 1.58% | +302,615 | New |
| AMF Pensionsforsakring AB | 302,981 | $91.3M | 0.69% | +97,093+47.2% | Added |
| Mar Vista Investment Partners LLC | 307,785 | $92.7M | 4.04% | +6,544+2.2% | Added |
| Congress Asset Management Co | 308,340 | $92.9M | 0.66% | +256,097+490.2% | Added |
| Primecap Management Co | 308,900 | $93.0M | 0.07% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 308,922 | $93.0M | 1.16% | +18,319+6.3% | Added |
| Commonwealth Equity Services, LLC | 310,106 | $93.4M | 0.16% | +15,747+5.3% | Added |
| Fullerton Fund Management Co Ltd. | 311,442 | $93.8M | 4.44% | +311,442 | New |
| Candlestick Capital Management LP | 316,010 | $95.2M | 3.14% | −43,731−12.2% | Reduced |
| Riverbridge Partners LLC | 323,937 | $97.6M | 1.19% | −14,012−4.1% | Reduced |
| Milestone Resources Group Ltd | 324,479 | $97.7M | 3.44% | −390.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 327,123 | $98.5M | 0.59% | +327,123 | New |
| Employees Retirement System of Texas | 332,880 | $100.3M | 1.09% | +27,880+9.1% | Added |
| Sachem Head Capital Management LP | 335,300 | $101.0M | 4.67% | −153,500−31.4% | Reduced |
| Rafferty Asset Management, LLC | 338,697 | $102.0M | 0.38% | +3,711+1.1% | Added |
| Kinetic Partners Management, LP | 340,060 | $102.4M | 7.15% | +48,260+16.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 343,467 | $103.4M | 0.44% | +61,706+21.9% | Added |
| Trivest Advisors Ltd | 344,000 | $103.6M | 3.64% | +334,000+3,340.0% | Added |
| Jericho Capital Asset Management L.P. | 352,000 | $106.0M | 2.83% | +113,000+47.3% | Added |
| HighTower Advisors, LLC | 352,446 | $106.4M | 0.17% | −46,425−11.6% | Reduced |
| Handelsbanken Fonder AB | 353,937 | $106.6M | 0.46% | −53,606−13.2% | Reduced |
| Cerity Partners LLC | 360,429 | $108.6M | 0.29% | −3,123,241−89.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 364,632 | $109.8M | 0.11% | −26,572−6.8% | Reduced |
| Polar Capital Holdings Plc | 364,857 | $109.9M | 0.66% | +90,444+33.0% | Added |
| Employees Provident Fund Board | 366,371 | $110.3M | 1.94% | −166,895−31.3% | Reduced |
| XN LP | 373,873 | $112.6M | 5.61% | −22,510−5.7% | Reduced |
| UniSuper Management Pty Ltd | 377,364 | $113.7M | 1.09% | +92,950+32.7% | Added |
| STRS Ohio | 384,025 | $115.7M | 0.46% | −18,560−4.6% | Reduced |
| State of Tennessee, Treasury Department | 388,585 | $117.0M | 0.43% | −36,550−8.6% | Reduced |
| Mn Services Vermogensbeheer B.V. | 388,800 | $117.1M | 0.85% | −84,400−17.8% | Reduced |
| Renaissance Technologies LLC | 390,759 | $117.7M | 0.18% | +81,331+26.3% | Added |
| Anomaly Capital Management, LP | 393,624 | $118.6M | 4.18% | +393,624 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 397,102 | $119.0M | 0.46% | −3,859−1.0% | Reduced |
| Fernbridge Capital Management LP | 396,657 | $119.5M | 9.17% | −220,561−35.7% | Reduced |
| Royal London Asset Management Ltd | 397,495 | $119.7M | 0.30% | +994+0.3% | Added |
| Assenagon Asset Management S.A. | 397,556 | $119.7M | 0.32% | −397,775−50.0% | Reduced |
| Degroof Petercam Asset Management | 402,909 | $121.4M | 1.46% | +9,369+2.4% | Added |
| Truist Financial Corp | 407,354 | $122.7M | 0.19% | +1,791+0.4% | Added |
| Ieq Capital, LLC | 408,422 | $123.0M | 1.77% | +4,304+1.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 523,912 | $123.1M | 0.27% | +4,650+0.9% | Added |
| Federated Hermes, Inc. | 410,882 | $123.7M | 0.28% | −7,314−1.7% | Reduced |
| Banque Pictet & Cie SA | 411,043 | $123.8M | 1.30% | −21,836−5.0% | Reduced |
| APG Asset Management US Inc. | 410,908 | $124.2M | 0.72% | +138,634+50.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 454,853 | $124.5M | 1.24% | −15,000−3.2% | Reduced |
| Tredje AP-fonden | 415,612 | $125.2M | 1.30% | +54,000+14.9% | Added |
| Soma Equity Partners LP | 416,590 | $125.5M | 7.35% | +56,778+15.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 424,011 | $127.7M | 2.47% | +53,735+14.5% | Added |
| Alua Capital Management LP | 430,855 | $129.8M | 6.65% | +108,900+33.8% | Added |
| Treasurer of the State of North Carolina | 435,526 | $131.2M | 0.58% | −8,504−1.9% | Reduced |
| Contour Asset Management LLC | 438,294 | $132.0M | 5.15% | +438,294 | New |
| Kodai Capital Management LP | 441,808 | $133.1M | 3.11% | +108,726+32.6% | Added |
| Susquehanna International Group, LLP | 442,671 | $133.3M | 0.20% | −180,603−29.0% | Reduced |
| Public Employees Retirement System of Ohio | 444,665 | $133.9M | 0.52% | −36,442−7.6% | Reduced |
| Holocene Advisors, LP | 449,295 | $135.3M | 0.50% | +437,832+3,819.5% | Added |
| Capitolis Liquid Global Markets LLC | 457,900 | $137.9M | 2.21% | +297,900+186.2% | Added |
| Moore Capital Management, LP | 460,229 | $138.6M | 2.85% | +166,199+56.5% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 462,137 | $139.2M | 3.02% | −285,400−38.2% | Reduced |