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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 105,045 | $31.6M | 0.36% | −400.0% | Reduced |
| Atria Investments LLC | 104,966 | $31.6M | 0.44% | +9,817+10.3% | Added |
| Natixis Investment Managers International | 104,650 | $31.5M | 2.15% | −62,585−37.4% | Reduced |
| Main Street Research LLC | 104,482 | $31.5M | 2.14% | +2,662+2.6% | Added |
| Twinbeech Capital LP | 104,157 | $31.4M | 0.65% | +104,157 | New |
| Whittier Trust Co | 103,938 | $31.3M | 0.46% | +366+0.4% | Added |
| TenCore Partners, LP | 103,334 | $31.1M | 9.65% | −67,880−39.6% | Reduced |
| Insight Holdings Group, LLC | 103,000 | $31.0M | 0.87% | −6,200−5.7% | Reduced |
| Toroso Investments, LLC | 102,886 | $31.0M | 0.53% | +10,161+11.0% | Added |
| TCTC Holdings, LLC | 102,807 | $31.0M | 1.03% | +353+0.3% | Added |
| MayTech Global Investments, LLC | 101,098 | $30.4M | 4.98% | +1,343+1.3% | Added |
| Davidson Investment Advisors | 100,995 | $30.4M | 1.58% | +357+0.4% | Added |
| Factory Mutual Insurance Co | 100,800 | $30.4M | 0.35% | −3,500−3.4% | Reduced |
| Nomura Holdings Inc | 100,438 | $30.2M | 0.25% | +58,369+138.7% | Added |
| Dana Investment Advisors, Inc. | 100,336 | $30.2M | 1.00% | −4,654−4.4% | Reduced |
| Greenleaf Trust | 99,218 | $29.9M | 0.28% | −2,947−2.9% | Reduced |
| NS Partners Ltd | 98,709 | $29.7M | 1.37% | −1,619−1.6% | Reduced |
| Wealthfront Advisers LLC | 98,322 | $29.6M | 0.10% | +2,888+3.0% | Added |
| Thomasville National Bank | 98,280 | $29.6M | 2.44% | −889−0.9% | Reduced |
| 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 |
| Suncoast Equity Management | 96,793 | $29.2M | 3.42% | +44,586+85.4% | Added |
| Kestra Advisory Services, LLC | 96,649 | $29.1M | 0.20% | +571+0.6% | Added |
| Wesbanco Bank Inc | 96,292 | $29.0M | 1.09% | +27,940+40.9% | Added |
| Chilton Capital Management LLC | 96,101 | $28.9M | 1.37% | +2,241+2.4% | Added |
| RDST Capital LLC | 95,630 | $28.8M | 7.16% | +3,465+3.8% | Added |
| Alta Park Capital, LP | 94,037 | $28.3M | 3.07% | +4,222+4.7% | Added |
| Crossmark Global Holdings, Inc. | 93,464 | $28.1M | 0.54% | +3,996+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 93,337 | $28.1M | 1.42% | −4,955−5.0% | Reduced |
| Tiaa Trust, National Association | 93,233 | $28.1M | 0.09% | +1,243+1.4% | Added |
| Kingsview Wealth Management, LLC | 93,204 | $28.1M | 0.70% | +8,472+10.0% | Added |
| Allen Investment Management LLC | 92,777 | $27.9M | 0.35% | −30,917−25.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 92,573 | $27.9M | 0.31% | +24,152+35.3% | Added |
| Mesirow Financial Investment Management, Inc. | 91,499 | $27.6M | 0.63% | +1,569+1.7% | Added |
| Boston Family Office LLC | 91,355 | $27.5M | 1.98% | +194+0.2% | Added |
| Steel Peak Wealth Management LLC | 91,171 | $27.5M | 1.41% | −3,238−3.4% | Reduced |
| Rokos Capital Management LLP | 90,667 | $27.3M | 0.70% | +37,932+71.9% | Added |
| Tran Capital Management, L.P. | 90,225 | $27.2M | 3.03% | +32,926+57.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 90,000 | $27.1M | 0.33% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 89,869 | $27.1M | 0.78% | +4,850+5.7% | Added |
| Umb Bank N A | 89,361 | $26.9M | 0.43% | −78−0.1% | Reduced |
| Braun Stacey Associates Inc | 89,080 | $26.8M | 1.06% | −2,599−2.8% | Reduced |
| Optiver Holding B.V. | 88,602 | $26.7M | 1.11% | +88,602 | New |
| Capital International Ltd | 88,511 | $26.7M | 1.28% | −11,945−11.9% | Reduced |
| Elo Mutual Pension Insurance Co | 88,448 | $26.6M | 0.63% | +3,499+4.1% | Added |
| Annex Advisory Services, LLC | 88,207 | $26.6M | 0.94% | +6,382+7.8% | Added |
| Meritage Group LP | 87,337 | $26.3M | 0.62% | −955,949−91.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 86,949 | $26.2M | 0.59% | −787−0.9% | Reduced |
| Magellan Asset Management Ltd | 86,279 | $26.0M | 0.25% | −93,442−52.0% | Reduced |
| Rathbone Brothers plc | 85,880 | $25.9M | 0.15% | +79,017+1,151.3% | Added |
| NorthCrest Asset Manangement, LLC | 85,850 | $25.9M | 0.88% | +798+0.9% | Added |
| Gulf International Bank (UK) Ltd | 85,793 | $25.8M | 0.65% | +2,057+2.5% | Added |
| La Financiere de L'Echiquier | 85,600 | $25.8M | 1.11% | +28,300+49.4% | Added |
| Prudential PLC | 85,309 | $25.7M | 0.21% | +34,614+68.3% | Added |
| Achmea Investment Management B.V. | 85,257 | $25.7M | 0.49% | −1,957−2.2% | Reduced |
| Pittenger & Anderson Inc | 85,116 | $25.6M | 1.04% | +288+0.3% | Added |
| GTS Securities LLC | 84,779 | $25.5M | 0.69% | −125,089−59.6% | Reduced |
| Spire Wealth Management | 40,415 | $25.4M | 0.69% | −265−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 84,063 | $25.3M | 0.61% | −58,441−41.0% | Reduced |
| Pacer Advisors, Inc. | 84,012 | $25.3M | 0.06% | +2,777+3.4% | Added |
| Ethic Inc. | 83,583 | $25.2M | 0.64% | +5,964+7.7% | Added |
| Governors Lane LP | 83,303 | $25.1M | 4.03% | −31,500−27.4% | Reduced |
| Noked Israel Ltd | 83,000 | $25.0M | 6.72% | +36,000+76.6% | Added |
| Oregon Public Employees Retirement Fund | 82,717 | $24.9M | 0.50% | +6,727+8.9% | Added |
| Cinctive Capital Management LP | 81,509 | $24.5M | 1.26% | +75,742+1,313.4% | Added |
| Sculptor Capital LP | 81,500 | $24.5M | 0.54% | +81,500 | New |
| Abner Herrman & Brock LLC | 81,176 | $24.4M | 3.05% | −2,242−2.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 81,100 | $24.4M | 0.09% | +19,200+31.0% | Added |
| Andra AP-fonden | 80,998 | $24.4M | 0.43% | +43,000+113.2% | Added |
| Cambridge Trust Co | 80,740 | $24.3M | 0.92% | −5,008−5.8% | Reduced |
| Nixon Peabody Trust Co | 80,074 | $24.1M | 2.21% | +2,782+3.6% | Added |
| Community Trust & Investment Co | 80,033 | $24.1M | 1.70% | −1,856−2.3% | Reduced |
| Long Path Partners LP | 80,029 | $24.1M | 12.68% | −68,602−46.2% | Reduced |
| JustInvest LLC | 79,365 | $23.9M | 0.51% | +8,332+11.7% | Added |
| Ithaka Group LLC | 78,964 | $23.8M | 4.48% | −5,686−6.7% | Reduced |
| Old National Bancorp | 78,225 | $23.6M | 0.56% | +2,087+2.7% | Added |
| Paragon Capital Management Ltd | 76,081 | $22.9M | 4.06% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 76,064 | $22.9M | 0.91% | −145,689−65.7% | Reduced |
| MMBG Investment Advisors Co. | 76,042 | $22.9M | 2.42% | −497−0.6% | Reduced |
| Harvest Portfolios Group Inc. | 75,346 | $22.7M | 0.89% | −12,211−13.9% | Reduced |
| Private Advisor Group, LLC | 74,470 | $22.4M | 0.16% | +5,363+7.8% | Added |
| Kentucky Retirement Systems | 73,513 | $22.1M | 0.66% | −4,337−5.6% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $21.8M | 0.95% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 72,066 | $21.7M | 1.20% | +1,489+2.1% | Added |
| Washington Trust Co | 71,931 | $21.7M | 0.80% | −1,246−1.7% | Reduced |
| GWM Advisors LLC | 71,343 | $21.5M | 0.19% | +11,146+18.5% | Added |
| Vident Advisory, LLC | 71,287 | $21.5M | 0.45% | +53,393+298.4% | Added |
| Motley Fool Asset Management LLC | 71,182 | $21.4M | 1.39% | +70+0.1% | Added |
| Boston Common Asset Management, LLC | 69,985 | $21.1M | 0.50% | −8,503−10.8% | Reduced |
| Soros Capital Management LLC | 69,803 | $21.0M | 5.77% | +13,208+23.3% | Added |
| NZS Capital, LLC | 69,144 | $20.8M | 0.86% | −2,909−4.0% | Reduced |
| NewEdge Wealth, LLC | 75,168 | $20.5M | 0.46% | −2,710−3.5% | Reduced |
| Coronation Fund Managers Ltd. | 67,518 | $20.3M | 0.55% | +3,093+4.8% | Added |
| Flputnam Investment Management Co | 67,158 | $20.2M | 0.43% | +342+0.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $20.2M | 2.66% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 73,185 | $20.2M | 0.40% | −507−0.7% | Reduced |
| Daymark Wealth Partners, LLC | 171,228 | $20.1M | 1.08% | −788−0.5% | Reduced |
| Moran Wealth Management, LLC | 66,536 | $20.0M | 0.65% | −190−0.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 66,486 | $20.0M | 0.30% | −865−1.3% | Reduced |
| Freestone Capital Holdings, LLC | 66,132 | $19.9M | 0.74% | +947+1.5% | Added |