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; 2,492 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
- 2,769
- +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
- 1,121 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | 364,857 | $109.9M | 0.66% | +90,444+33.0% | Added |
| Northwestern Mutual Wealth Management Co | 364,632 | $109.8M | 0.11% | −26,572−6.8% | Reduced |
| Cerity Partners LLC | 360,429 | $108.6M | 0.29% | −3,123,241−89.7% | Reduced |
| Handelsbanken Fonder AB | 353,937 | $106.6M | 0.46% | −53,606−13.2% | Reduced |
| HighTower Advisors, LLC | 352,446 | $106.4M | 0.17% | −46,425−11.6% | Reduced |
| Jericho Capital Asset Management L.P. | 352,000 | $106.0M | 2.83% | +113,000+47.3% | Added |
| Trivest Advisors Ltd | 344,000 | $103.6M | 3.64% | +334,000+3,340.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 343,467 | $103.4M | 0.44% | +61,706+21.9% | Added |
| Kinetic Partners Management, LP | 340,060 | $102.4M | 7.15% | +48,260+16.5% | Added |
| Rafferty Asset Management, LLC | 338,697 | $102.0M | 0.38% | +3,711+1.1% | Added |
| Sachem Head Capital Management LP | 335,300 | $101.0M | 4.67% | −153,500−31.4% | Reduced |
| Employees Retirement System of Texas | 332,880 | $100.3M | 1.09% | +27,880+9.1% | Added |
| Resona Asset Management Co.,Ltd. | 327,123 | $98.5M | 0.59% | +327,123 | New |
| Milestone Resources Group Ltd | 324,479 | $97.7M | 3.44% | −390.0% | Reduced |
| Riverbridge Partners LLC | 323,937 | $97.6M | 1.19% | −14,012−4.1% | Reduced |
| Candlestick Capital Management LP | 316,010 | $95.2M | 3.14% | −43,731−12.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 311,442 | $93.8M | 4.44% | +311,442 | New |
| Commonwealth Equity Services, LLC | 310,106 | $93.4M | 0.16% | +15,747+5.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 308,922 | $93.0M | 1.16% | +18,319+6.3% | Added |
| Primecap Management Co | 308,900 | $93.0M | 0.07% | 00.0% | Unchanged |
| Congress Asset Management Co | 308,340 | $92.9M | 0.66% | +256,097+490.2% | Added |
| Mar Vista Investment Partners LLC | 307,785 | $92.7M | 4.04% | +6,544+2.2% | Added |
| AMF Pensionsforsakring AB | 302,981 | $91.3M | 0.69% | +97,093+47.2% | Added |
| Samlyn Capital, LLC | 302,615 | $91.1M | 1.58% | +302,615 | New |
| Calamos Advisors LLC | 301,243 | $90.7M | 0.44% | +18,760+6.6% | Added |
| Natixis | 299,151 | $90.1M | 0.50% | +187,040+166.8% | Added |
| Cetera Investment Advisers | 297,453 | $89.6M | 0.21% | +245,857+476.5% | Added |
| HMI Capital Management, L.P. | 293,200 | $88.3M | 3.25% | 00.0% | Unchanged |
| American International Group, Inc. | 292,608 | $88.1M | 0.32% | +829+0.3% | Added |
| Carmignac Gestion | 291,003 | $87.6M | 1.39% | +23,999+9.0% | Added |
| Baird Financial Group, Inc. | 287,670 | $86.6M | 0.18% | +16,542+6.1% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 286,635 | $86.2M | 0.49% | −553,365−65.9% | Reduced |
| Man Group plc | 279,192 | $84.1M | 0.23% | −529,601−65.5% | Reduced |
| Arizona State Retirement System | 277,784 | $83.7M | 0.58% | −5,754−2.0% | Reduced |
| ProShare Advisors LLC | 272,581 | $82.1M | 0.22% | −45,634−14.3% | Reduced |
| Vontobel Holding Ltd. | 270,495 | $81.5M | 0.65% | −18,164−6.3% | Reduced |
| King Luther Capital Management Corp | 269,721 | $81.2M | 0.37% | +25,250+10.3% | Added |
| SurgoCap Partners LP | 267,397 | $80.5M | 4.32% | +267,397 | New |
| Nicholas Company, Inc. | 267,250 | $80.5M | 1.33% | 00.0% | Unchanged |
| Mairs & Power Inc | 267,036 | $80.4M | 0.78% | −12,119−4.3% | Reduced |
| Pinebridge Investments, L.P. | 266,819 | $80.3M | 0.64% | −8,942−3.2% | Reduced |
| State of Michigan Retirement System | 265,243 | $79.9M | 0.43% | −1,100−0.4% | Reduced |
| Qube Research & Technologies Ltd | 265,233 | $79.9M | 0.14% | −656,388−71.2% | Reduced |
| Capital Group Private Client Services, Inc. | 263,672 | $79.4M | 0.81% | +56,091+27.0% | Added |
| Catalytic Wealth RIA, LLC | 263,669 | $79.4M | 15.89% | +255,113+2,981.7% | Added |
| Westwood Holdings Group Inc. | 262,034 | $78.9M | 0.62% | −38,927−12.9% | Reduced |
| Nellore Capital Management LLC | 258,439 | $77.8M | 12.03% | −80,000−23.6% | Reduced |
| Crestwood Advisors Group LLC | 257,951 | $77.7M | 1.70% | +10,942+4.4% | Added |
| Kempen Capital Management N.V. | 256,238 | $77.2M | 0.96% | +7,629+3.1% | Added |
| MetLife Investment Management | 255,217 | $76.9M | 0.52% | −9,890−3.7% | Reduced |
| Advisor Group Holdings, Inc. | 252,786 | $76.1M | 0.17% | −62,524−19.8% | Reduced |
| Fifth Third Bancorp | 250,968 | $75.6M | 0.30% | +4,624+1.9% | Added |
| Mediolanum International Funds Ltd | 249,103 | $75.1M | 1.22% | +249,103 | New |
| Teacher Retirement System of Texas | 248,825 | $74.9M | 0.48% | +5,101+2.1% | Added |
| The PNC Financial Services Group, Inc. | 247,678 | $74.6M | 0.05% | +45,742+22.7% | Added |
| CIBC World Markets Inc. | 246,621 | $74.3M | 0.19% | +79,736+47.8% | Added |
| Commerce Bank | 244,696 | $73.7M | 0.49% | +207,728+561.9% | Added |
| Ami Asset Management Corp | 244,061 | $73.5M | 3.76% | +6,532+2.7% | Added |
| Forsta Ap-Fonden | 241,147 | $72.6M | 0.62% | +23,500+10.8% | Added |
| Cooper Investors Pty Ltd | 238,972 | $72.0M | 4.15% | −30,876−11.4% | Reduced |
| Locust Wood Capital Advisers, LLC | 236,919 | $71.4M | 2.81% | +15,974+7.2% | Added |
| Chicago Capital, LLC | 235,778 | $71.0M | 2.16% | +5,317+2.3% | Added |
| Comerica Bank | 234,382 | $70.6M | 0.30% | +1,330+0.6% | Added |
| Ofi Invest Asset Management | 251,804 | $70.2M | 1.90% | +1,606+0.6% | Added |
| Mackenzie Financial Corp | 231,421 | $69.7M | 0.10% | −6,635−2.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 229,527 | $69.2M | 1.07% | −10,636−4.4% | Reduced |
| ABN AMRO Bank N.V. | 223,707 | $67.4M | 1.01% | +12,997+6.2% | Added |
| Oversea-Chinese Banking CORP Ltd | 222,429 | $67.0M | 2.15% | −38,397−14.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 222,310 | $67.0M | 0.60% | −22,998−9.4% | Reduced |
| D. E. Shaw & Co., Inc. | 221,466 | $66.7M | 0.09% | −247,704−52.8% | Reduced |
| BNP Paribas | 220,705 | $66.3M | 3.09% | +220,705 | New |
| Impax Asset Management Group plc | 219,736 | $66.2M | 0.25% | −4,110−1.8% | Reduced |
| Henshaw Capital LLC | 216,400 | $65.2M | 3.05% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 216,309 | $65.1M | 1.15% | −66,145−23.4% | Reduced |
| E. Ohman J:or Asset Management AB | 216,000 | $65.1M | 1.66% | +177,850+466.2% | Added |
| CIBC Asset Management Inc | 214,928 | $64.7M | 0.22% | +931+0.4% | Added |
| Creative Planning | 213,854 | $64.4M | 0.07% | +12,285+6.1% | Added |
| Retirement Systems of Alabama | 213,652 | $64.3M | 0.25% | −788−0.4% | Reduced |
| Marshall Wace, LLP | 213,086 | $64.2M | 0.11% | −185,618−46.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 212,504 | $64.0M | 0.44% | −570−0.3% | Reduced |
| Janney Montgomery Scott LLC | 212,390 | $64.0M | 0.19% | +4,503+2.2% | Added |
| Pictet & Cie (Europe) SA | 210,769 | $63.5M | 1.66% | +6,057+3.0% | Added |
| CIBC World Markets Corp | 208,570 | $62.8M | 0.41% | +23,866+12.9% | Added |
| Davidson Kempner Capital Management LP | 208,500 | $62.8M | 0.93% | +79,831+62.0% | Added |
| Verition Fund Management LLC | 207,073 | $62.4M | 0.60% | +202,057+4,028.2% | Added |
| DnB Asset Management AS | 206,917 | $62.3M | 0.32% | −46,902−18.5% | Reduced |
| Nisa Investment Advisors, LLC | 206,353 | $62.2M | 0.40% | +4,777+2.4% | Added |
| Amalgamated Bank | 206,399 | $62.2M | 0.53% | −32,828−13.7% | Reduced |
| Motley Fool Wealth Management, LLC | 205,987 | $62.0M | 3.20% | −6,019−2.8% | Reduced |
| Hampton Road Capital Management LP | 204,643 | $61.6M | 8.18% | +204,643 | New |
| Huntington National Bank | 203,808 | $61.4M | 0.49% | +16,271+8.7% | Added |
| Daiwa Securities Group Inc. | 203,084 | $61.2M | 0.35% | +36,319+21.8% | Added |
| Windward Capital Management Co | 203,043 | $61.2M | 5.10% | −2,630−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 201,589 | $60.7M | 0.70% | −34,617−14.7% | Reduced |
| Petrus Trust Company, LTA | 200,800 | $60.5M | 5.47% | −13,500−6.3% | Reduced |
| Capital International Inc | 200,372 | $60.3M | 0.81% | −8,936−4.3% | Reduced |
| Texas Permanent School Fund | 200,111 | $60.3M | 0.48% | −800−0.4% | Reduced |
| Xponance, Inc. | 198,217 | $59.7M | 0.63% | +2,612+1.3% | Added |
| IFM Investors Pty Ltd | 198,209 | $59.7M | 0.65% | −2,719−1.4% | 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 |