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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 29,940 | $9.02M | 0.52% | −909−2.9% | Reduced |
| Burney Co | 29,823 | $8.98M | 0.34% | +390+1.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 29,193 | $8.79M | 0.62% | +13,953+91.6% | Added |
| Channing Capital Management, LLC | 29,168 | $8.78M | 0.24% | −6,545−18.3% | Reduced |
| Everence Capital Management Inc | 29,160 | $8.78M | 0.58% | 00.0% | Unchanged |
| United Services Automobile Association | 29,086 | $8.76M | 0.22% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 28,799 | $8.67M | 2.36% | −225−0.8% | Reduced |
| Investment Management Corp of Ontario | 28,748 | $8.66M | 0.26% | −30,653−51.6% | Reduced |
| Portside Wealth Group, LLC | 28,663 | $8.63M | 1.60% | −1,813−5.9% | Reduced |
| Silicon Valley Capital Partners | 28,578 | $8.61M | 1.28% | +3,258+12.9% | Added |
| Selective Wealth Management, Inc. | 28,692 | $8.60M | 3.74% | −933−3.1% | Reduced |
| ClariVest Asset Management LLC | 28,437 | $8.56M | 0.89% | −67,368−70.3% | Reduced |
| Wormser Freres Gestion | 27,337 | $8.53M | 5.84% | −8,920−24.6% | Reduced |
| Cohen Klingenstein LLC | 28,300 | $8.52M | 0.32% | 00.0% | Unchanged |
| Sigma Planning Corp | 28,225 | $8.50M | 0.27% | +16,670+144.3% | Added |
| Stelac Advisory Services LLC | 28,158 | $8.48M | 3.99% | 00.0% | Unchanged |
| Lincoln National Corp | 28,055 | $8.45M | 0.13% | +2,247+8.7% | Added |
| Park Avenue Securities LLC | 27,994 | $8.43M | 0.11% | +6,492+30.2% | Added |
| AIA Group Ltd | 27,913 | $8.41M | 0.27% | +3,520+14.4% | Added |
| Mirabella Financial Services LLP | 27,813 | $8.38M | 0.61% | +18,541+200.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 27,785 | $8.37M | 0.52% | +920+3.4% | Added |
| Symmetry Investments LP | 27,779 | $8.37M | 0.88% | +18,079+186.4% | Added |
| McRae Capital Management Inc | 27,747 | $8.36M | 1.83% | −340−1.2% | Reduced |
| Simplicity Wealth,LLC | 27,447 | $8.27M | 0.20% | +25,966+1,753.3% | Added |
| Strategic Advisors LLC | 27,437 | $8.26M | 1.63% | −496−1.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,370 | $8.24M | 0.99% | +3,941+16.8% | Added |
| Brighton Jones LLC | 27,329 | $8.23M | 0.30% | −1,542−5.3% | Reduced |
| Wetherby Asset Management Inc | 27,184 | $8.19M | 0.39% | +338+1.3% | Added |
| Plato Investment Management Ltd | 27,135 | $8.17M | 0.84% | +23,645+677.5% | Added |
| Groupama Asset Managment | 20,304 | $8.16M | 0.15% | −20,434−50.2% | Reduced |
| Dakota Wealth Management | 27,076 | $8.16M | 0.20% | +5,853+27.6% | Added |
| Zacks Investment Management | 27,029 | $8.14M | 0.09% | +3,313+14.0% | Added |
| Selkirk Management LLC | 27,000 | $8.13M | 4.17% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 26,992 | $8.13M | 0.13% | −745−2.7% | Reduced |
| Essex Investment Management Co LLC | 26,930 | $8.11M | 1.60% | −3,275−10.8% | Reduced |
| Hillman Capital Management, Inc. | 26,889 | $8.10M | 2.60% | −282−1.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 26,570 | $8.00M | 3.76% | −94−0.4% | Reduced |
| EP Wealth Advisors, LLC | 26,451 | $7.97M | 0.09% | +4,553+20.8% | Added |
| Squarepoint Ops LLC | 26,252 | $7.91M | 0.03% | −271,396−91.2% | Reduced |
| Evergreen Capital Management LLC | 26,071 | $7.86M | 0.30% | −744−2.8% | Reduced |
| Rakuten Investment Management, Inc. | 26,068 | $7.85M | 0.06% | +23,662+983.5% | Added |
| Codex Capital, L.L.C. | 25,900 | $7.80M | 3.80% | 00.0% | Unchanged |
| First Nebraska Trust Co | 25,764 | $7.76M | 0.80% | −115−0.4% | Reduced |
| Fundamentun, LLC | 25,762 | $7.76M | 0.76% | +244+1.0% | Added |
| Cookson Peirce & Co Inc | 25,757 | $7.76M | 0.41% | +24,499+1,947.5% | Added |
| Webster Bank, N. A. | 25,653 | $7.73M | 0.86% | −338−1.3% | Reduced |
| SP Asset Management LLC | 25,467 | $7.67M | 0.71% | +59+0.2% | Added |
| Dillon & Associates Inc | 25,465 | $7.67M | 1.20% | +1,044+4.3% | Added |
| Gilder Gagnon Howe & Co LLC | 25,322 | $7.63M | 0.10% | −180−0.7% | Reduced |
| Kornitzer Capital Management Inc | 25,313 | $7.62M | 0.14% | +1,450+6.1% | Added |
| Ostrum Asset Management | 25,307 | $7.62M | 0.60% | −1,166−4.4% | Reduced |
| Spinnaker Trust | 25,278 | $7.61M | 0.49% | −4,429−14.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 21,738 | $7.59M | 0.34% | −5,536−20.3% | Reduced |
| Chartwell Investment Partners, LLC | 25,082 | $7.55M | 0.26% | −1,429−5.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 25,056 | $7.55M | 1.35% | −29,959−54.5% | Reduced |
| Johnson Investment Counsel Inc | 24,982 | $7.52M | 0.08% | −704−2.7% | Reduced |
| Central Trust Co | 24,973 | $7.52M | 0.19% | +220+0.9% | Added |
| Y.D. More Investments Ltd | 24,951 | $7.51M | 1.33% | −1,238−4.7% | Reduced |
| Massmutual Trust Co FSB | 24,908 | $7.50M | 0.23% | −5,514−18.1% | Reduced |
| Lazard Freres Gestion S.A.S. | 24,839 | $7.48M | 0.19% | +3,607+17.0% | Added |
| Bank of Nova Scotia Trust Co | 24,828 | $7.48M | 0.81% | +4,249+20.6% | Added |
| Cohen Capital Management, Inc. | 24,791 | $7.47M | 1.32% | +432+1.8% | Added |
| Blue Zone Wealth Advisors, LLC | 24,729 | $7.45M | 2.56% | −1,882−7.1% | Reduced |
| Arrow Financial Corp | 24,712 | $7.44M | 0.74% | −1,867−7.0% | Reduced |
| Premier Fund Managers Ltd | 24,625 | $7.42M | 0.29% | −20,625−45.6% | Reduced |
| Bokf, NA | 24,543 | $7.42M | 0.14% | +6,694+37.5% | Added |
| Ceera Investments, LLC | 24,213 | $7.29M | 3.19% | −5,845−19.4% | Reduced |
| RSM US Wealth Management LLC | 24,122 | $7.27M | 0.19% | +293+1.2% | Added |
| LM Advisors LLC | 24,090 | $7.25M | 1.15% | −10,706−30.8% | Reduced |
| Fragasso Group Inc. | 24,048 | $7.24M | 0.61% | −429−1.8% | Reduced |
| FourThought Financial Partners, LLC | 23,902 | $7.20M | 0.82% | −1,462−5.8% | Reduced |
| NEOS Investment Management LLC | 23,902 | $7.20M | 0.45% | +5,875+32.6% | Added |
| Bleakley Financial Group, LLC | 23,855 | $7.18M | 0.21% | +3,186+15.4% | Added |
| Peloton Wealth Strategists | 23,747 | $7.15M | 2.90% | −1,603−6.3% | Reduced |
| Valeo Financial Advisors, LLC | 72,094 | $7.13M | 0.26% | +385+0.5% | Added |
| AXS Investments LLC | 23,569 | $7.10M | 1.70% | −1,438−5.8% | Reduced |
| Callahan Advisors, LLC | 23,542 | $7.09M | 0.74% | +3,521+17.6% | Added |
| Shell Asset Management Co | 27,552 | $7.08M | 0.32% | −10,172−27.0% | Reduced |
| Alberta Investment Management Corp | 23,500 | $7.08M | 0.07% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 23,488 | $7.07M | 0.45% | −2,583−9.9% | Reduced |
| Soltis Investment Advisors LLC | 23,440 | $7.06M | 0.79% | −793−3.3% | Reduced |
| Progressive Investment Management Corp | 23,296 | $7.02M | 1.92% | −345−1.5% | Reduced |
| Crestline Management, LP | 23,225 | $6.99M | 0.66% | −12,798−35.5% | Reduced |
| Consolidated Investment Group LLC | 23,200 | $6.99M | 1.13% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 23,152 | $6.97M | 0.22% | −1,180−4.8% | Reduced |
| Integrated Wealth Concepts LLC | 23,091 | $6.95M | 0.10% | +2,600+12.7% | Added |
| Longbow Finance SA | 23,083 | $6.95M | 0.70% | +23,083 | New |
| Sompo Asset Management Co., Ltd. | 22,950 | $6.91M | 1.13% | −340−1.5% | Reduced |
| Financial Enhancement Group LLC | 23,460 | $6.90M | 1.13% | −18−0.1% | Reduced |
| Van Strum & Towne Inc. | 22,899 | $6.90M | 2.52% | −210−0.9% | Reduced |
| Venture Visionary Partners LLC | 22,898 | $6.90M | 0.33% | −517−2.2% | Reduced |
| Bank Hapoalim BM | 22,780 | $6.86M | 0.89% | −851−3.6% | Reduced |
| Group One Trading, L.P. | 22,707 | $6.84M | 0.24% | +5,919+35.3% | Added |
| Twin Capital Management Inc | 22,662 | $6.83M | 0.85% | −1,444−6.0% | Reduced |
| Trifecta Capital Advisors, LLC | 22,499 | $6.78M | 1.65% | +879+4.1% | Added |
| Marietta Wealth Management, LLC | 22,472 | $6.77M | 1.12% | −2,585−10.3% | Reduced |
| Strategic Blueprint, LLC | 22,355 | $6.73M | 0.48% | −352−1.6% | Reduced |
| Teza Capital Management LLC | 22,282 | $6.71M | 0.89% | +22,282 | New |
| Argent Trust Co | 22,247 | $6.70M | 0.30% | +1,138+5.4% | Added |
| Ossiam | 22,246 | $6.70M | 0.12% | −443,578−95.2% | Reduced |