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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 65,829 | $19.8M | 0.54% | −308−0.5% | Reduced |
| CCM Investment Advisers LLC | 64,598 | $19.5M | 2.33% | −7,205−10.0% | Reduced |
| D.A. Davidson & Co. | 64,386 | $19.4M | 0.17% | +525+0.8% | Added |
| Jones Financial Companies LLLP | 64,219 | $19.3M | 0.03% | +8,793+15.9% | Added |
| Kadensa Capital Ltd | 64,094 | $19.3M | 5.24% | +64,094 | New |
| First Long Island Investors, LLC | 63,666 | $19.2M | 1.60% | +63,666 | New |
| Azimuth Capital Investment Management LLC | 63,463 | $19.1M | 0.79% | −6,019−8.7% | Reduced |
| Cidel Asset Management Inc | 63,244 | $19.0M | 1.45% | −495−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 62,761 | $18.9M | 1.11% | +1,500+2.4% | Added |
| Hartford Investment Management Co | 62,565 | $18.8M | 0.67% | −2,993−4.6% | Reduced |
| Kestra Private Wealth Services, LLC | 62,530 | $18.8M | 0.42% | +3,036+5.1% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 62,274 | $18.8M | 0.42% | +62,274 | New |
| CWM, LLC | 62,079 | $18.7M | 0.09% | +11,560+22.9% | Added |
| Gotham Asset Management, LLC | 62,030 | $18.7M | 0.28% | −13,061−17.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 61,930 | $18.7M | 1.44% | −817−1.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 61,834 | $18.6M | 0.67% | +55,805+925.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 61,549 | $18.5M | 0.35% | −14,622−19.2% | Reduced |
| Beacon Pointe Advisors, LLC | 61,417 | $18.5M | 0.21% | −12,048−16.4% | Reduced |
| Light Street Capital Management, LLC | 61,405 | $18.5M | 4.63% | −10,483−14.6% | Reduced |
| Middleton & Co Inc | 61,200 | $18.4M | 2.13% | −1,333−2.1% | Reduced |
| iA Global Asset Management Inc. | 60,982 | $18.4M | 0.38% | +55,538+1,020.2% | Added |
| TD Waterhouse Canada Inc. | 56,358 | $18.3M | 0.14% | +200.0% | Added |
| Prime Capital Investment Advisors, LLC | 60,536 | $18.2M | 0.25% | −2,449−3.9% | Reduced |
| Sit Investment Associates Inc | 60,460 | $18.2M | 0.42% | −85−0.1% | Reduced |
| Lyell Wealth Management, LP | 60,170 | $18.1M | 1.84% | −437−0.7% | Reduced |
| Talbot Financial, LLC | 59,491 | $17.9M | 2.40% | −91−0.2% | Reduced |
| Quantinno Capital Management LP | 59,345 | $17.9M | 0.39% | +9,353+18.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 58,713 | $17.7M | 0.49% | +184+0.3% | Added |
| BWCP, LP | 58,670 | $17.7M | 4.53% | +7,524+14.7% | Added |
| Payden & Rygel | 58,500 | $17.6M | 1.20% | +200+0.3% | Added |
| Payden & Rygel Investment Group | 58,500 | $17.6M | 1.20% | +58,500 | New |
| Zevenbergen Capital Investments LLC | 58,000 | $17.5M | 0.37% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 57,015 | $17.2M | 0.50% | −4,586−7.4% | Reduced |
| DuPont Capital Management Corp | 56,828 | $17.1M | 1.42% | −7,350−11.5% | Reduced |
| Louisiana State Employees Retirement System | 56,300 | $17.0M | 0.33% | −2,500−4.3% | Reduced |
| WoodTrust Financial Corp | 56,262 | $16.9M | 2.68% | −1,711−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 55,819 | $16.8M | 0.06% | +9,941+21.7% | Added |
| First Financial Bankshares Inc | 55,217 | $16.6M | 0.37% | +217+0.4% | Added |
| Suvretta Capital Management, LLC | 55,050 | $16.6M | 0.70% | +55,050 | New |
| Metis Global Partners, LLC | 54,966 | $16.6M | 0.60% | +29+0.1% | Added |
| Taurus Asset Management, LLC | 54,930 | $16.5M | 1.68% | +54,930 | New |
| Bessemer Group Inc | 54,761 | $16.5M | 0.03% | +27,850+103.5% | Added |
| Generate Investment Management Ltd | 54,296 | $16.4M | 1.28% | +20,964+62.9% | Added |
| Jasper Ridge Partners, L.P. | 54,174 | $16.3M | 0.51% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 53,803 | $16.2M | 0.42% | −11,472−17.6% | Reduced |
| Eastern Bank | 53,764 | $16.2M | 0.67% | +2,179+4.2% | Added |
| Atria Wealth Solutions, Inc. | 53,521 | $16.1M | 0.18% | −2,153−3.9% | Reduced |
| Allianz SE | 53,457 | $16.1M | 0.51% | +53,457 | New |
| Quest Investment Management LLC | 53,441 | $16.1M | 1.80% | −5,990−10.1% | Reduced |
| Amica Mutual Insurance Co | 52,873 | $15.9M | 1.62% | 00.0% | Unchanged |
| Synovus Financial Corp | 52,815 | $15.9M | 0.21% | −321−0.6% | Reduced |
| Great Lakes Advisors, LLC | 52,560 | $15.8M | 0.13% | +14,982+39.9% | Added |
| Banque Cantonale Vaudoise | 52,505 | $15.8M | 0.62% | −1,416−2.6% | Reduced |
| Captrust Financial Advisors | 52,043 | $15.7M | 0.06% | −18,346−26.1% | Reduced |
| Neville Rodie & Shaw Inc | 51,871 | $15.6M | 1.19% | +3,927+8.2% | Added |
| Cornerstone Capital, Inc. | 51,619 | $15.5M | 1.59% | +530+1.0% | Added |
| GDS Wealth Management | 51,438 | $15.5M | 1.81% | +2,144+4.3% | Added |
| Great Valley Advisor Group, Inc. | 50,789 | $15.3M | 0.46% | +18,279+56.2% | Added |
| Perigon Wealth Management, LLC | 50,648 | $15.3M | 0.46% | −108−0.2% | Reduced |
| Marco Investment Management LLC | 50,294 | $15.1M | 1.43% | −425−0.8% | Reduced |
| Mill Capital Management, LLC | 50,173 | $15.1M | 1.26% | +447+0.9% | Added |
| Quattro Financial Advisors LLC | 50,000 | $15.1M | 4.28% | +49,737+18,911.4% | Added |
| Sora Investors LLC | 50,000 | $15.1M | 2.48% | +50,000 | New |
| Omers Administration Corp | 49,663 | $15.0M | 0.17% | +5,864+13.4% | Added |
| Intech Investment Management LLC | 49,513 | $14.9M | 0.21% | +22,145+80.9% | Added |
| Cornerstone Advisors, LLC | 49,300 | $14.8M | 0.61% | −800−1.6% | Reduced |
| Raymond James Trust N.A. | 49,256 | $14.8M | 0.36% | +5,301+12.1% | Added |
| New Mexico Educational Retirement Board | 48,986 | $14.8M | 0.53% | −2,000−3.9% | Reduced |
| Congress Wealth Management LLC | 48,608 | $14.6M | 0.25% | +42,177+655.8% | Added |
| Chesley Taft & Associates LLC | 48,479 | $14.6M | 0.75% | −1,037−2.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 48,427 | $14.6M | 0.42% | +48,427 | New |
| Buckingham Capital Management, Inc. | 48,074 | $14.5M | 1.77% | −1,202−2.4% | Reduced |
| Worldquant Millennium Advisors LLC | 48,048 | $14.5M | 0.18% | +38,338+394.8% | Added |
| Edge Wealth Management LLC | 47,926 | $14.4M | 3.03% | −200.0% | Reduced |
| One Capital Management, LLC | 47,920 | $14.4M | 0.52% | −2,105−4.2% | Reduced |
| Connors Investor Services Inc | 47,869 | $14.4M | 1.52% | −5,002−9.5% | Reduced |
| Advisory Services Network, LLC | 47,437 | $14.3M | 0.32% | +1,001+2.2% | Added |
| Resources Investment Advisors, LLC. | 47,264 | $14.2M | 0.22% | +7,159+17.9% | Added |
| Illinois Municipal Retirement Fund | 47,226 | $14.2M | 0.22% | +2,140+4.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 47,153 | $14.2M | 0.33% | −190,437−80.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 46,850 | $14.1M | 0.40% | +2,066+4.6% | Added |
| Eagle Asset Management Inc | 46,668 | $14.1M | 0.07% | +10,714+29.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,601 | $14.0M | 0.25% | +1,880+4.2% | Added |
| Dash Acquisitions Inc. | 50,731 | $14.0M | 4.43% | +608+1.2% | Added |
| Abbrea Capital, LLC | 46,308 | $14.0M | 1.84% | −710−1.5% | Reduced |
| Adell Harriman & Carpenter Inc | 45,789 | $13.8M | 1.14% | +1,092+2.4% | Added |
| Boothbay Fund Management, LLC | 45,150 | $13.6M | 0.40% | +40+0.1% | Added |
| Exchange Capital Management, Inc. | 45,079 | $13.6M | 2.21% | −646−1.4% | Reduced |
| Gradient Investments LLC | 44,955 | $13.5M | 0.31% | +42,714+1,906.0% | Added |
| Rothschild Investment LLC | 44,706 | $13.5M | 0.97% | −2,132−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 44,681 | $13.5M | 0.53% | −8,794−16.4% | Reduced |
| Trajan Wealth LLC | 44,501 | $13.4M | 0.91% | +44,501 | New |
| Makena Capital Management LLC | 44,232 | $13.3M | 3.10% | −7,287−14.1% | Reduced |
| CTC LLC | 44,224 | $13.3M | 0.22% | +44,224 | New |
| Rosenblum Silverman Sutton S F Inc | 44,073 | $13.3M | 3.76% | −591−1.3% | Reduced |
| Sycomore Asset Management | 43,441 | $13.3M | 2.90% | −16,589−27.6% | Reduced |
| Norinchukin Bank, The | 43,795 | $13.2M | 0.39% | −3,386−7.2% | Reduced |
| LVM Capital Management Ltd | 43,778 | $13.2M | 1.56% | +1,490+3.5% | Added |
| Thames Capital Management LLC | 43,558 | $13.1M | 5.46% | +7,258+20.0% | Added |
| Iyo Bank, Ltd. | 43,532 | $13.1M | 5.22% | 00.0% | Unchanged |