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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 196,813 | $59.3M | 0.47% | −1,864−0.9% | Reduced |
| Valiant Capital Management, L.P. | 196,536 | $59.2M | 6.97% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 192,777 | $58.1M | 3.95% | −2,018−1.0% | Reduced |
| Avala Global LP | 192,485 | $58.0M | 4.23% | +73,285+61.5% | Added |
| Banco Santander, S.A. | 191,226 | $57.6M | 0.69% | −24,070−11.2% | Reduced |
| Oppenheimer Asset Management Inc. | 189,407 | $57.0M | 0.84% | −7,375−3.7% | Reduced |
| Oribel Capital Management, LP | 188,200 | $56.7M | 6.51% | −1,000−0.5% | Reduced |
| Balyasny Asset Management LLC | 187,719 | $56.5M | 0.15% | −33,477−15.1% | Reduced |
| Gateway Investment Advisers LLC | 187,486 | $56.5M | 0.64% | −612−0.3% | Reduced |
| Meitav Dash Investments Ltd | 185,981 | $56.0M | 1.10% | +179,208+2,645.9% | Added |
| Summitry LLC | 185,470 | $55.9M | 2.93% | −12,897−6.5% | Reduced |
| Varma Mutual Pension Insurance Co | 182,926 | $55.1M | 0.48% | +113,700+164.2% | Added |
| QRG Capital Management, Inc. | 182,849 | $55.1M | 0.70% | +99,163+118.5% | Added |
| Federation des caisses Desjardins du Quebec | 182,648 | $54.9M | 0.40% | +58,571+47.2% | Added |
| TownSquare Capital, LLC | 179,166 | $54.0M | 0.79% | +1,011+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 177,939 | $53.6M | 1.51% | −16,195−8.3% | Reduced |
| Mariner, LLC | 176,754 | $53.2M | 0.11% | −17,939−9.2% | Reduced |
| PointState Capital LP | 176,631 | $53.2M | 1.60% | +176,631 | New |
| HRT Financial LP | 176,129 | $53.0M | 0.33% | +157,598+850.5% | Added |
| Tudor Investment Corp Et Al | 175,183 | $52.8M | 0.65% | +11,181+6.8% | Added |
| Atalanta Sosnoff Capital, LLC | 175,003 | $52.7M | 1.22% | +9,509+5.7% | Added |
| RMB Capital Management, LLC | 174,793 | $52.6M | 1.21% | −5,982−3.3% | Reduced |
| Erste Asset Management GmbH | 174,108 | $52.5M | 0.71% | −14,458−7.7% | Reduced |
| Twin Tree Management, LP | 172,516 | $52.0M | 1.18% | +99,854+137.4% | Added |
| Scotia Capital Inc. | 171,261 | $51.6M | 0.31% | −19,028−10.0% | Reduced |
| Hyperion Asset Management Ltd | 171,207 | $51.6M | 2.17% | −13,378−7.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 171,136 | $51.5M | 3.04% | −4,239−2.4% | Reduced |
| Bridgewater Associates, LP | 170,425 | $51.3M | 0.26% | +160,902+1,689.6% | Added |
| Czech National Bank | 170,320 | $51.3M | 0.66% | −123−0.1% | Reduced |
| Mercer Global Advisors Inc | 168,778 | $50.8M | 0.14% | +94,384+126.9% | Added |
| Bank of Nova Scotia | 167,533 | $50.5M | 0.10% | −545,015−76.5% | Reduced |
| Junto Capital Management LP | 167,371 | $50.4M | 1.12% | −124,348−42.6% | Reduced |
| Heritage Investors Management Corp | 164,255 | $49.5M | 1.75% | −1,724−1.0% | Reduced |
| Maplelane Capital, LLC | 163,000 | $49.1M | 3.32% | +115,000+239.6% | Added |
| Manning & Napier Group, LLC | 162,616 | $49.0M | 0.56% | −99,478−38.0% | Reduced |
| Utah Retirement Systems | 162,432 | $48.9M | 0.57% | −1,800−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 162,123 | $48.8M | 0.68% | −18,635−10.3% | Reduced |
| Brown Advisory Inc | 160,257 | $48.3M | 0.06% | −3,599−2.2% | Reduced |
| Blackstone Group Inc. | 160,000 | $48.2M | 0.21% | +160,000 | New |
| WestEnd Advisors, LLC | 156,858 | $47.2M | 1.22% | −2,595−1.6% | Reduced |
| Financial Counselors Inc | 156,720 | $47.2M | 0.80% | −22,327−12.5% | Reduced |
| Quilter Plc | 156,312 | $47.1M | 1.11% | +17,393+12.5% | Added |
| J. Stern & Co. LLP | 154,609 | $46.2M | 5.84% | +32,017+26.1% | Added |
| Caxton Associates LP | 152,652 | $46.0M | 3.12% | −67,348−30.6% | Reduced |
| Pinnacle Financial Partners Inc | 152,455 | $45.9M | 0.99% | +3,299+2.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 152,455 | $45.9M | 0.51% | +3,900+2.6% | Added |
| Martingale Asset Management L P | 151,786 | $45.7M | 0.91% | +4,320+2.9% | Added |
| Walleye Capital LLC | 151,510 | $45.6M | 0.50% | +57,642+61.4% | Added |
| Crosslink Capital Inc | 150,860 | $45.4M | 6.47% | −57,485−27.6% | Reduced |
| USS Investment Management Ltd | 149,908 | $45.1M | 0.37% | +3,404+2.3% | Added |
| AE Wealth Management LLC | 149,162 | $44.9M | 0.51% | −10,357−6.5% | Reduced |
| Connectus Wealth, LLC | 147,996 | $44.6M | 1.22% | −20,710−12.3% | Reduced |
| Becker Capital Management Inc | 146,709 | $44.2M | 1.52% | −3,510−2.3% | Reduced |
| New York Life Investment Management LLC | 146,574 | $44.1M | 0.44% | −5,773−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 146,480 | $44.1M | 0.49% | −2,561−1.7% | Reduced |
| Hantz Financial Services, Inc. | 146,456 | $44.1M | 0.86% | −3,096−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 144,179 | $43.4M | 0.11% | +70,253+95.0% | Added |
| ExodusPoint Capital Management, LP | 142,164 | $42.8M | 0.53% | −11,018−7.2% | Reduced |
| Morningstar Investment Services LLC | 141,237 | $42.6M | 0.47% | −140,733−49.9% | Reduced |
| M&T Bank Corp | 141,252 | $42.5M | 0.15% | −29,222−17.1% | Reduced |
| SG Americas Securities, LLC | 140,421 | $42.3M | 0.22% | +79,192+129.3% | Added |
| Regions Financial Corp | 138,205 | $41.6M | 0.32% | +1,040+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 137,928 | $41.5M | 0.16% | +4,086+3.1% | Added |
| Guinness Asset Management LTD | 137,639 | $41.5M | 0.86% | +11,620+9.2% | Added |
| Aureus Asset Management, LLC | 137,034 | $41.3M | 2.82% | −937−0.7% | Reduced |
| Guggenheim Capital LLC | 136,765 | $41.2M | 0.29% | −3,097−2.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 135,700 | $40.9M | 1.45% | 00.0% | Unchanged |
| Woodline Partners LP | 135,678 | $40.9M | 0.38% | −36,547−21.2% | Reduced |
| Credit Agricole S A | 146,968 | $40.0M | 0.68% | +38,300+35.2% | Added |
| Yousif Capital Management, LLC | 132,237 | $39.8M | 0.44% | −4,163−3.1% | Reduced |
| MML Investors Services, LLC | 131,301 | $39.5M | 0.16% | +8,890+7.3% | Added |
| LMR Partners LLP | 129,892 | $39.1M | 1.00% | +129,892 | New |
| Franklin Street Advisors Inc | 127,823 | $38.5M | 2.85% | −183−0.1% | Reduced |
| Hollencrest Capital Management | 127,691 | $38.5M | 1.76% | −7,000−5.2% | Reduced |
| Mutual of America Capital Management LLC | 126,914 | $38.2M | 0.41% | −3,305−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 124,289 | $37.5M | 0.94% | −4,017−3.1% | Reduced |
| Glenmede Trust Co NA | 124,137 | $37.4M | 0.19% | +9,159+8.0% | Added |
| Cresset Asset Management, LLC | 123,980 | $37.4M | 0.18% | +11,624+10.3% | Added |
| Steward Partners Investment Advisory, LLC | 123,574 | $37.2M | 0.41% | +17,349+16.3% | Added |
| Cubist Systematic Strategies, LLC | 122,392 | $36.9M | 0.42% | +88,879+265.2% | Added |
| Sequoia Financial Advisors, LLC | 121,501 | $36.6M | 0.46% | −4,065−3.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 120,725 | $36.4M | 1.24% | +360.0% | Added |
| Silvant Capital Management LLC | 118,295 | $35.7M | 1.70% | +633+0.5% | Added |
| United Capital Financial Advisers, LLC | 117,525 | $35.4M | 0.29% | −4,435−3.6% | Reduced |
| British Columbia Investment Management Corp | 115,961 | $34.9M | 0.24% | +3,954+3.5% | Added |
| Pathstone Holdings, LLC | 115,768 | $34.9M | 0.16% | +9,961+9.4% | Added |
| Immersion Capital LLP | 115,764 | $34.9M | 13.81% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 114,783 | $34.6M | 0.56% | −1,798−1.5% | Reduced |
| Howard Capital Management Group, LLC | 113,820 | $34.3M | 2.64% | +215+0.2% | Added |
| Renaissance Group LLC | 113,719 | $34.2M | 1.29% | −30,439−21.1% | Reduced |
| Nissay Asset Management Corp | 111,177 | $33.5M | 0.23% | +127+0.1% | Added |
| Stephens Inc | 110,700 | $33.3M | 0.52% | +20,071+22.1% | Added |
| Capital International Sarl | 110,587 | $33.3M | 1.10% | −4,911−4.3% | Reduced |
| Baader Bank INC | 110,171 | $33.2M | 2.71% | +1,697+1.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 110,000 | $33.1M | 1.67% | −15,000−12.0% | Reduced |
| Trybe Capital Management LP | 108,999 | $32.8M | 11.98% | +40,128+58.3% | Added |
| Vancity Investment Management Ltd | 108,702 | $32.7M | 3.90% | +22,270+25.8% | Added |
| Assetmark, Inc | 108,376 | $32.6M | 0.11% | +29,134+36.8% | Added |
| Commerzbank Aktiengesellschaft | 107,693 | $32.4M | 1.08% | +3,342+3.2% | Added |
| EULAV Asset Management | 107,405 | $32.3M | 0.89% | −4,503−4.0% | Reduced |