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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.

Q2 2024 vs. Q1 2024

How the institutions holding Salesforce, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of CRM: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders2,768362,629−103
Shares784.1M3.12M773.7M−7.25M (−0.9%)
Value$235.7B$937.5M$198.8B−$36.0B (−15.3%)

36 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (182)

Institutions that held Salesforce, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 182 by value.

Institutions new to CRM in Q2 2024
InstitutionSharesValue% of portfolio
Intermede Investment Partners Ltd519,427$133.5M2.82%
Mirae Asset Global ETFs Holdings Ltd.426,846$109.6M0.26%
Viking Global Investors LPSuperinvestorViking Global Investors405,135$104.2M0.40%
Altimeter Capital Management, LPSuperinvestorAltimeter Capital363,590$93.5M1.39%
Corebridge Financial, Inc.271,758$69.9M0.38%
Quadrature Capital Ltd245,393$63.1M1.06%
Jacobs Levy Equity Management, Inc227,262$58.4M0.24%
Manning & Napier Advisors LLC173,892$44.7M0.50%
Sanctuary Advisors, LLC156,040$42.8M0.31%
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)152,555$39.2M0.44%
Temasek Holdings (Private) Ltd139,005$35.7M0.17%
Distillate Capital Partners LLC130,911$33.7M1.78%
Clear Street LLC100,000$25.7M0.61%
Berkley W R Corp99,200$25.5M1.43%
Liontrust Investment Partners LLP89,494$23.0M0.33%
Mizuho Securities USA LLC74,886$19.3M0.43%
Walleye Trading LLC60,870$15.6M0.31%
Strategic Wealth Designers55,941$14.3M1.81%
Ardmore Road Asset Management LP50,000$12.9M1.98%
Tairen Capital Ltd43,000$11.1M0.40%
Dnca Finance40,000$10.3M0.88%
Claudia M.P. Batlle, CRP (R) LLC38,372$9.87M2.97%
Copeland Capital Management, LLC36,115$9.29M0.17%
Sphera Funds Management Ltd.33,600$8.64M1.41%
Financiere des Professionnels - Fonds d,investissement inc.32,338$8.28M0.65%
BDF-Gestion28,403$7.30M0.70%
Neo Ivy Capital Management26,008$6.69M1.31%
ATOMVEST Ltd25,000$6.56M10.56%
Codex Capital Asset Management L.L.C.24,000$6.17M2.82%
Meridian Wealth Management, LLC22,879$5.88M0.70%
Golden State Equity Partners22,138$5.69M1.19%
Strategic Financial Concepts, LLC149,213$5.52M0.02%
J. Safra Sarasin Holding AG20,062$5.16M0.09%
Diversify Wealth Management, LLC19,833$4.74M0.59%
River Road Asset Management, LLC15,246$3.92M0.06%
Nicollet Investment Management, Inc.15,042$3.87M1.44%
John G Ullman & Associates Inc14,700$3.78M0.58%
CastleKnight Management LP13,200$3.39M0.45%
Family Management Corp13,002$3.34M0.59%
Exor Capital LLP13,000$3.34M0.11%
RWM Asset Management, LLC12,369$3.18M0.57%
Clear Rock Advisors, LLC11,964$3.08M1.31%
Machina Capital S.A.S.11,514$2.96M1.33%
GPM Growth Investors, Inc.10,439$2.68M1.14%
Two Sigma Investments, LP10,216$2.63M0.01%
Audent Global Asset Management, LLC10,000$2.57M2.68%
AnglePoint Asset Management Ltd9,850$2.53M2.66%
M Holdings Securities, Inc.9,770$2.51M0.32%
Applied Finance Capital Management, LLC8,287$2.13M0.10%
Pensionmark Financial Group, LLC8,122$2.09M0.13%
RV Capital GmbH7,000$1.80M0.43%
Doheny Asset Management6,998$1.80M1.28%
Altrafin AG6,443$1.66M0.61%
Axiom Advisory, LLC6,176$1.65M0.02%
Platform Technology Partners6,102$1.57M0.54%
Global X Japan Co., Ltd.6,034$1.55M0.22%
Ashton Thomas Securities, LLC5,595$1.41M0.34%
Aviso Financial Inc.5,067$1.30M0.07%
BTG Pactual Asset Management US LLC5,064$1.30M0.33%
Black Swift Group, LLC5,030$1.29M0.30%
Quinn Opportunity Partners LLC5,000$1.29M0.15%
Castle Wealth Management LLC4,980$1.28M0.61%
Connective Capital Management, LLC4,970$1.28M2.40%
Fiduciary Financial Group, LLC4,626$1.18M0.29%
Fairscale Capital, LLC4,421$1.13M1.01%
Hohimer Wealth Management, LLC4,387$1.13M0.26%
Agf Management Ltd4,339$1.12M0.01%
Gsa Capital Partners LLP4,219$1.08M0.08%
Millington Financial Advisors, LLC4,080$1.05M0.73%
Prostatis Group LLC3,825$1.00M0.35%
Oxford Asset Management LLP3,877$996.8K0.98%
Convergence Financial, LLC3,875$996.3K0.26%
Ecofi Investissements SA3,750$874.6K0.49%
Arcus Capital Partners, LLC3,387$870.8K0.34%
Rinkey Investments3,227$829.9K0.30%
Cromwell Holdings LLC3,188$819.6K0.49%
Maia Wealth LLC3,220$814.2K0.25%
Cyr Financial Inc.3,140$807.3K0.81%
Exane Asset Management2,790$717.3K0.50%
Poehling Capital Management, LLC2,681$689.3K0.19%
Drucker Wealth 3.0, LLC2,642$679.3K0.18%
Ramiah Investment Group2,637$678.0K0.66%
DAGCO, Inc.2,507$644.5K0.29%
Venator Management LLC2,500$642.8K0.19%
Heritage Wealth Management, Inc.2,423$637.7K0.21%
Iams Wealth Management, LLC2,239$575.6K0.32%
Legacy Capital Group California, Inc.2,224$571.8K0.21%
IFG Advisory, LLC2,211$568.6K0.04%
Gallacher Capital Management LLC2,124$546.1K0.29%
Silver Coast Investments LLC1,915$492.3K0.20%
Nvest Financial, LLC1,905$489.7K0.30%
Root Financial Partners, LLC1,784$458.7K0.11%
3Chopt Investment Partners, LLC1,765$453.8K0.14%
Zimmermann Investment Management & Planning LLC1,680$431.9K0.14%
Howland Capital Management LLC1,665$428.1K0.02%
LBMC Investment Advisors, LLC1,646$423.2K0.04%
MRP Capital Investments, LLC1,629$418.8K0.39%
LJI Wealth Management, LLC1,611$414.2K0.09%
Deerfield Management Company, L.P. (Series C)1,589$408.5K0.01%
Cerro Pacific Wealth Advisors LLC1,573$404.4K0.15%

Sold out (285)

Institutions that held Salesforce, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Showing the largest 100 of 285 by value.

Institutions that sold out of CRM in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
GQG Partners LLC3,022,178$910.2M
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,400,267$722.9M
Whale Rock Capital Management LLC950,736$286.3M
Vaughan Nelson Investment Management, L.P.609,305$183.5M
Holocene Advisors, LP449,295$135.3M
Kodai Capital Management LP441,808$133.1M
Contour Asset Management LLC438,294$132.0M
Renaissance Technologies LLC390,759$117.7M
Polar Capital Holdings Plc364,857$109.9M
Jericho Capital Asset Management L.P.352,000$106.0M
Trivest Advisors Ltd344,000$103.6M
Sachem Head Capital Management LP335,300$101.0M
Candlestick Capital Management LP316,010$95.2M
Fullerton Fund Management Co Ltd.311,442$93.8M
American International Group, Inc.292,608$88.1M
SurgoCap Partners LP267,397$80.5M
Cooper Investors Pty Ltd238,972$72.0M
Hampton Road Capital Management LP204,643$61.6M
Texas Permanent School Fund200,111$60.3M
Avala Global LP192,485$58.0M
Oribel Capital Management, LP188,200$56.7M
PointState Capital LP176,631$53.2M
HRT Financial LP176,129$53.0M
Junto Capital Management LP167,371$50.4M
Maplelane Capital, LLC163,000$49.1M
Blackstone Group Inc.160,000$48.2M
ExodusPoint Capital Management, LP142,164$42.8M
LMR Partners LLP129,892$39.1M
Cubist Systematic Strategies, LLC122,392$36.9M
Natixis Investment Managers International104,650$31.5M
Twinbeech Capital LP104,157$31.4M
Alta Park Capital, LP94,037$28.3M
Governors Lane LP83,303$25.1M
Cinctive Capital Management LP81,509$24.5M
Sculptor Capital LP81,500$24.5M
Coronation Fund Managers Ltd.67,518$20.3M
BWCP, LP58,670$17.7M
Zevenbergen Capital Investments LLC58,000$17.5M
Suvretta Capital Management, LLC55,050$16.6M
Connors Investor Services Inc47,869$14.4M
Boothbay Fund Management, LLC45,150$13.6M
Sycomore Asset Management43,441$13.3M
Pinnbrook Capital Management LP40,694$12.3M
Kingdon Capital Management, L.L.C.40,000$12.0M
Metropolitan Life Insurance Co39,042$11.8M
Consolidated Planning Corp38,597$11.6M
Point72 (DIFC) Ltd38,350$11.6M
Honeycomb Asset Management LP35,000$10.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)33,300$10.0M
Barrier Capital Management, LLC31,267$9.42M
Telemark Asset Management, LLC30,000$9.04M
Lincoln National Corp28,055$8.45M
Symmetry Investments LP27,779$8.37M
Cookson Peirce & Co Inc25,757$7.76M
Premier Fund Managers Ltd24,625$7.42M
Financial Enhancement Group LLC23,460$6.90M
Teza Capital Management LLC22,282$6.71M
Castleark Management LLC21,929$6.60M
Marex Group plc21,602$6.51M
Palo DS Manager LLC21,486$6.47M
IMC-Chicago, LLC21,297$6.41M
Artisan Partners Limited Partnership20,522$6.18M
Patton Fund Management, Inc.19,731$5.94M
Engineers Gate Manager LP19,117$5.76M
Chiron Investment Management, LLC18,945$5.71M
Nwam LLC20,011$5.55M
GAM Holding AG18,385$5.54M
Beck Capital Management, LLC17,897$5.39M
Mirabaud Asset Management Ltd17,596$5.30M
Benson Investment Management Company, Inc.15,797$4.76M
Simplex Trading, LLC15,255$4.59M
Hudson Bay Capital Management LP13,444$4.05M
Trexquant Investment LP12,931$3.89M
Arlington Partners LLC12,727$3.83M
TKG Advisors, LLC12,287$3.70M
Rational Advisors LLC11,799$3.55M
Accuvest Global Advisors11,390$3.43M
Horizon Investment Services, LLC11,243$3.39M
Central Asset Investments & Management Holdings (HK) Ltd10,861$3.27M
Point72 Hong Kong Ltd10,485$3.16M
Chase Investment Counsel Corp10,339$3.11M
Advent Capital Management10,000$3.01M
Wealth High Governance Capital Ltda10,000$3.01M
Laurion Capital Management LP9,310$2.80M
Balentine LLC9,251$2.79M
Eisler Capital (US) LLC8,610$2.59M
Del-Sette Capital Management, LLC8,360$2.52M
Point72 Asia (Singapore) Pte. Ltd.8,359$2.52M
Taika Capital, LP7,840$2.36M
Morse Asset Management, Inc7,834$2.36M
Worth Asset Management, LLC7,785$2.34M
G&S Capital LLC7,406$2.23M
Camarda Financial Advisors, LLC7,350$2.21M
TriaGen Wealth Management LLC7,345$2.21M
Hel Ved Capital Management Ltd6,935$2.09M
Consolidated Portfolio Review Corp6,686$2.01M
Sciencast Management LP6,438$1.94M
Donaldson Capital Management, LLC6,398$1.93M
Williamson Legacy Group, LLC6,162$1.86M
Lloyd Advisory Services, LLC.6,160$1.86M

Not filed for Q2 2024 yet (36)

Institutions that held Salesforce, Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Credit Suisse AG1,919,323$578.1M
Degroof Petercam Asset Management402,909$121.4M
Manning & Napier Group, LLC162,616$49.0M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund152,455$45.9M
Connectus Wealth, LLC147,996$44.6M
Cambridge Trust Co80,740$24.3M
Wilbanks Smith & Thomas Asset Management LLC58,713$17.7M
WS Portfolio Advisory, LLC32,633$9.83M
Codex Capital, L.L.C.25,900$7.80M
Shell Asset Management Co27,552$7.08M
Concord Investment Counsel Inc.12,928$3.89M
Mango Five Family, Inc.12,900$3.89M
Grey Street Capital, LLC12,360$3.73M
Caliber Wealth Management, LLC11,857$3.57M
Van Leeuwen & Company, LLC7,191$2.17M
CWA Asset Management Group, LLC6,332$1.91M
BTG Pactual Global Asset Management Ltd4,097$1.23M
InterOcean Capital Group, LLC4,062$1.22M
Highlander Capital Management, LLC4,020$1.21M
FirstPurpose Wealth LLC3,746$1.12M
Steward Partners Investment Solutions, LLC3,667$1.10M
Watts Gwilliam & Co., LLC3,514$972.7K
Coppell Advisory Solutions Corp.3,215$968.3K
Credential Qtrade Securities Inc.3,095$932.2K
Cutler Group LP2,734$823.0K
Centurion Wealth Management LLC2,175$655.1K
Cubic Asset Management, LLC1,820$548.1K
Tactive Advisors, LLC1,503$452.7K
Imprint Wealth LLC1,338$404.4K
Objective Capital Management, LLC1,035$311.7K
Eudaimonia Partners, LLC917$276.2K
Stewart & Patten Co LLC673$202.7K
Richelieu Gestion PLC650$196.0K
Pflug Koory, LLC138$41.6K
FSA Wealth Management LLC126$37.9K
Retirement Group, LLC105$31.6K