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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 43,481 | $13.1M | 0.22% | +3,285+8.2% | Added |
| Foster Victor Wealth Advisors, LLC | 43,698 | $13.1M | 1.19% | −3,227−6.9% | Reduced |
| Summit Trail Advisors, LLC | 43,184 | $13.0M | 0.35% | +23,089+114.9% | Added |
| Concentric Capital Strategies, LP | 43,142 | $13.0M | 0.84% | −12,227−22.1% | Reduced |
| Kemnay Advisory Services Inc. | 42,858 | $12.9M | 2.48% | +42,858 | New |
| Stonebridge Capital Advisors LLC | 42,600 | $12.8M | 1.15% | +2,098+5.2% | Added |
| CFM Wealth Partners LLC | 42,570 | $12.8M | 2.57% | +1,004+2.4% | Added |
| PGGM Investments | 42,373 | $12.8M | 0.19% | +17,639+71.3% | Added |
| Colony Group, LLC | 42,036 | $12.7M | 0.10% | +22,370+113.7% | Added |
| Stratos Wealth Partners, LTD. | 41,851 | $12.6M | 0.21% | +1,692+4.2% | Added |
| Two Sigma Advisers, LP | 41,800 | $12.6M | 0.03% | −35,700−46.1% | Reduced |
| Fiduciary Trust Co | 41,591 | $12.5M | 0.19% | +1,342+3.3% | Added |
| GuoLine Advisory Pte Ltd | 41,500 | $12.5M | 1.52% | +41,500 | New |
| Phoenix Holdings Ltd. | 41,169 | $12.4M | 0.17% | +19,716+91.9% | Added |
| Edentree Asset Management Ltd | 41,195 | $12.4M | 3.93% | −13,493−24.7% | Reduced |
| Bryn Mawr Trust Co | 41,069 | $12.4M | 0.47% | +41,069 | New |
| Osborne Partners Capital Management, LLC | 40,989 | $12.3M | 0.76% | +1,619+4.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $12.3M | 1.07% | +40,750 | New |
| Pinnbrook Capital Management LP | 40,694 | $12.3M | 2.12% | −17,834−30.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 40,556 | $12.2M | 0.88% | −903−2.2% | Reduced |
| Sienna Gestion | 40,493 | $12.2M | 1.12% | +40,493 | New |
| ICICI Prudential Asset Management Co Ltd | 40,365 | $12.2M | 1.37% | −12,500−23.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 40,044 | $12.1M | 1.54% | +8,644+27.5% | Added |
| Kingdon Capital Management, L.L.C. | 40,000 | $12.0M | 1.59% | +40,000 | New |
| Bradley Foster & Sargent Inc | 39,914 | $12.0M | 0.22% | +128+0.3% | Added |
| Profund Advisors LLC | 39,701 | $12.0M | 0.47% | +146+0.4% | Added |
| Meiji Yasuda Life Insurance Co | 39,543 | $11.9M | 0.25% | +14,166+55.8% | Added |
| Grafton Street Partners Fund, LP | 39,500 | $11.9M | 10.86% | 00.0% | Unchanged |
| Columbus Hill Capital Management, L.P. | 39,324 | $11.8M | 2.58% | +39,324 | New |
| MAI Capital Management | 39,311 | $11.8M | 0.12% | +10,460+36.3% | Added |
| Sandy Spring Bank | 39,289 | $11.8M | 0.54% | +423+1.1% | Added |
| Motco | 39,122 | $11.8M | 0.70% | −2,672−6.4% | Reduced |
| SpiderRock Advisors, LLC | 39,192 | $11.8M | 0.38% | +39,192 | New |
| Brookstone Capital Management | 39,088 | $11.8M | 0.21% | +622+1.6% | Added |
| Metropolitan Life Insurance Co | 39,042 | $11.8M | 0.51% | −564−1.4% | Reduced |
| Means Investment Co., Inc. | 39,002 | $11.7M | 1.52% | +942+2.5% | Added |
| Prospera Financial Services Inc | 38,714 | $11.7M | 0.35% | +9,041+30.5% | Added |
| Graham Capital Management, L.P. | 38,629 | $11.6M | 0.33% | −9,250−19.3% | Reduced |
| Consolidated Planning Corp | 38,597 | $11.6M | 1.99% | −1,068−2.7% | Reduced |
| Vestor Capital, LLC | 38,441 | $11.6M | 0.98% | +9,748+34.0% | Added |
| Moors & Cabot, Inc. | 38,352 | $11.6M | 0.63% | +2,674+7.5% | Added |
| Point72 (DIFC) Ltd | 38,350 | $11.6M | 0.89% | +38,350 | New |
| Exchange Traded Concepts, LLC | 37,952 | $11.4M | 0.30% | −1,107−2.8% | Reduced |
| Kinneret Advisory, LLC | 37,869 | $11.4M | 1.14% | −118−0.3% | Reduced |
| Shelton Capital Management | 37,357 | $11.3M | 0.32% | +15,700+72.5% | Added |
| Bogart Wealth, LLC | 37,114 | $11.2M | 0.58% | −3,991−9.7% | Reduced |
| Northstar Asset Management Inc | 37,000 | $11.1M | 1.96% | −12,208−24.8% | Reduced |
| Bridgeway Capital Management, LLC | 36,900 | $11.1M | 0.23% | −5,800−13.6% | Reduced |
| Girard Partners Ltd. | 36,887 | $11.1M | 1.05% | +4,848+15.1% | Added |
| Pallas Capital Advisors LLC | 36,819 | $11.1M | 0.46% | +877+2.4% | Added |
| Sand Hill Global Advisors, LLC | 36,789 | $11.1M | 0.53% | −1,938−5.0% | Reduced |
| Hamilton Capital Partners Inc. | 36,761 | $11.1M | 1.34% | +6,664+22.1% | Added |
| Vinva Investment Management Ltd | 36,729 | $11.1M | 0.64% | +5,375+17.1% | Added |
| RPG Investment Advisory, LLC | 36,592 | $11.0M | 1.65% | −105−0.3% | Reduced |
| Forbes J M & Co LLP | 36,324 | $10.9M | 1.19% | −38−0.1% | Reduced |
| Trust Co of Vermont | 36,036 | $10.9M | 0.60% | −54−0.1% | Reduced |
| Interval Partners, LP | 36,000 | $10.8M | 0.41% | +22,000+157.1% | Added |
| Snowden Capital Advisors LLC | 35,826 | $10.8M | 0.34% | +2,338+7.0% | Added |
| Marks Group Wealth Management, Inc | 35,495 | $10.7M | 1.12% | +275+0.8% | Added |
| Avantax Advisory Services, Inc. | 35,470 | $10.7M | 0.09% | +2,460+7.5% | Added |
| CSM Advisors, LLC | 35,370 | $10.7M | 0.70% | +530+1.5% | Added |
| Meyer Handelman Co | 35,045 | $10.6M | 0.37% | +150.0% | Added |
| Honeycomb Asset Management LP | 35,000 | $10.5M | 2.02% | +35,000 | New |
| Philadelphia Trust Co | 34,829 | $10.5M | 0.84% | +1,129+3.4% | Added |
| Empirical Finance, LLC | 34,632 | $10.4M | 0.64% | +1,150+3.4% | Added |
| Roffman Miller Associates Inc | 34,508 | $10.4M | 0.69% | −1,717−4.7% | Reduced |
| Nemes Rush Group LLC | 34,347 | $10.3M | 1.48% | +193+0.6% | Added |
| Novare Capital Management LLC | 34,086 | $10.3M | 0.93% | +385+1.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 33,897 | $10.2M | 1.22% | +375+1.1% | Added |
| Artemis Investment Management LLP | 33,650 | $10.1M | 0.13% | +152+0.5% | Added |
| Grassi Investment Management | 33,613 | $10.1M | 0.92% | −200−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 33,378 | $10.1M | 0.60% | +1,058+3.3% | Added |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 33,300 | $10.0M | 0.97% | −11,000−24.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 32,859 | $9.89M | 0.42% | +2,445+8.0% | Added |
| Beacon Investment Advisory Services, Inc. | 32,785 | $9.87M | 0.43% | −681−2.0% | Reduced |
| WS Portfolio Advisory, LLC | 32,633 | $9.83M | 1.74% | +32,633 | New |
| Wedbush Securities Inc | 32,591 | $9.82M | 0.37% | +3,109+10.5% | Added |
| Equitable Trust Co | 32,545 | $9.80M | 0.68% | −15,240−31.9% | Reduced |
| Independent Advisor Alliance | 32,520 | $9.79M | 0.35% | +2,989+10.1% | Added |
| Maxi Investments CY Ltd | 32,489 | $9.79M | 2.63% | 00.0% | Unchanged |
| Keybank National Association | 32,317 | $9.73M | 0.04% | −30.0% | Reduced |
| Arkadios Wealth Advisors | 31,968 | $9.63M | 0.75% | +459+1.5% | Added |
| Zweig-DiMenna Associates LLC | 31,950 | $9.62M | 0.85% | +31,950 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 31,945 | $9.62M | 0.66% | −2,719−7.8% | Reduced |
| First National Trust Co | 31,914 | $9.61M | 0.39% | −110.0% | Reduced |
| CMH Wealth Management LLC | 31,864 | $9.61M | 2.44% | −16,183−33.7% | Reduced |
| Pinnacle Associates Ltd | 31,864 | $9.60M | 0.15% | +200+0.6% | Added |
| Acadian Asset Management LLC | 31,779 | $9.56M | 0.03% | −7,232−18.5% | Reduced |
| Simmons Bank | 31,750 | $9.56M | 0.72% | +825+2.7% | Added |
| Barrier Capital Management, LLC | 31,267 | $9.42M | 9.31% | +5,340+20.6% | Added |
| Fred Alger Management, LLC | 30,877 | $9.30M | 0.05% | +24,529+386.4% | Added |
| Shufro Rose & Co LLC | 30,722 | $9.25M | 0.77% | +751+2.5% | Added |
| Vestcor Inc | 30,720 | $9.25M | 0.32% | +181+0.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,716 | $9.25M | 0.24% | −81−0.3% | Reduced |
| Level Four Advisory Services, LLC | 35,027 | $9.22M | 0.51% | +1,392+4.1% | Added |
| Beese Fulmer Investment Management, Inc. | 30,552 | $9.20M | 0.87% | +2,607+9.3% | Added |
| Lido Advisors, LLC | 30,418 | $9.17M | 0.08% | +1,630+5.7% | Added |
| Knollwood Investment Advisory, LLC | 30,380 | $9.15M | 1.65% | +6,200+25.6% | Added |
| Procyon Private Wealth Partners, LLC | 30,041 | $9.05M | 0.70% | −23−0.1% | Reduced |
| Telemark Asset Management, LLC | 30,000 | $9.04M | 0.93% | 00.0% | Unchanged |