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, Q2 2024
Institutional positions in Salesforce, Inc. as of Jun 30, 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
- 2,630
- −103 vs. Q1 2024
- Shares held
- 773.7M
- −7.25M (−0.9%) vs. Q1 2024
- Total value
- $198.8B
- −$36.0B (−15.3%) vs. Q1 2024
- New holders
- 182
- 1,241 more added
- Sold out
- 285
- 965 more reduced
36 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 352,785 | $90.7M | 0.49% | +266,905+310.8% | Added |
| Westwood Holdings Group Inc. | 346,556 | $89.1M | 0.42% | +84,522+32.3% | Added |
| Teacher Retirement System of Texas | 338,140 | $86.9M | 0.49% | +89,315+35.9% | Added |
| Federated Hermes, Inc. | 332,904 | $85.6M | 0.20% | −77,978−19.0% | Reduced |
| Handelsbanken Fonder AB | 329,754 | $84.8M | 0.37% | −24,183−6.8% | Reduced |
| Baird Financial Group, Inc. | 326,078 | $83.8M | 0.17% | +38,408+13.4% | Added |
| Milestone Resources Group Ltd | 324,479 | $83.4M | 2.86% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 322,000 | $82.8M | 0.78% | −10,880−3.3% | Reduced |
| Bank of Nova Scotia | 320,968 | $82.5M | 0.16% | +153,435+91.6% | Added |
| Commonwealth Equity Services, LLC | 320,341 | $82.4M | 0.13% | +10,235+3.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 319,887 | $82.2M | 0.97% | +10,965+3.5% | Added |
| Riverbridge Partners LLC | 317,895 | $81.7M | 1.11% | −6,042−1.9% | Reduced |
| Mariner, LLC | 317,136 | $81.5M | 0.16% | +140,382+79.4% | Added |
| Kinetic Partners Management, LP | 312,460 | $80.3M | 5.85% | −27,600−8.1% | Reduced |
| Calamos Advisors LLC | 312,061 | $80.2M | 0.39% | +10,818+3.6% | Added |
| Citadel Advisors LLC | 309,782 | $79.6M | 0.08% | −412,722−57.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 309,601 | $79.4M | 0.48% | −17,522−5.4% | Reduced |
| Glenmede Trust Co NA | 304,573 | $78.3M | 0.40% | +180,436+145.4% | Added |
| Cetera Investment Advisers | 297,560 | $76.5M | 0.18% | +1070.0% | Added |
| ProShare Advisors LLC | 296,331 | $76.2M | 0.20% | +23,750+8.7% | Added |
| MetLife Investment Management | 295,351 | $75.9M | 0.45% | +40,134+15.7% | Added |
| Crestwood Advisors Group LLC | 293,434 | $75.4M | 1.56% | +35,483+13.8% | Added |
| Millennium Management LLC | 290,695 | $74.7M | 0.06% | −1,768,080−85.9% | Reduced |
| Kempen Capital Management N.V. | 287,959 | $74.0M | 0.83% | +31,721+12.4% | Added |
| Qube Research & Technologies Ltd | 287,538 | $73.9M | 0.14% | +22,305+8.4% | Added |
| Nicholas Company, Inc. | 284,495 | $73.1M | 1.22% | +17,245+6.5% | Added |
| Bridgewater Associates, LP | 283,272 | $72.8M | 0.38% | +112,847+66.2% | Added |
| Locust Wood Capital Advisers, LLC | 281,980 | $72.5M | 2.67% | +45,061+19.0% | Added |
| Arizona State Retirement System | 281,208 | $72.3M | 0.48% | +3,424+1.2% | Added |
| Mar Vista Investment Partners LLC | 273,665 | $70.4M | 3.46% | −34,120−11.1% | Reduced |
| Corebridge Financial, Inc. | 271,758 | $69.9M | 0.38% | +271,758 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 270,573 | $69.6M | 1.32% | −153,438−36.2% | Reduced |
| Man Group plc | 269,091 | $69.2M | 0.18% | −10,101−3.6% | Reduced |
| State of Michigan Retirement System | 266,043 | $68.4M | 0.35% | +800+0.3% | Added |
| Congress Asset Management Co | 264,922 | $68.1M | 0.49% | −43,418−14.1% | Reduced |
| King Luther Capital Management Corp | 259,723 | $66.8M | 0.30% | −9,998−3.7% | Reduced |
| Chicago Capital, LLC | 259,356 | $66.7M | 1.98% | +23,578+10.0% | Added |
| Nellore Capital Management LLC | 258,439 | $66.4M | 10.02% | 00.0% | Unchanged |
| Mairs & Power Inc | 256,559 | $66.0M | 0.64% | −10,477−3.9% | Reduced |
| Vontobel Holding Ltd. | 256,224 | $65.9M | 0.21% | −14,271−5.3% | Reduced |
| Capital Group Private Client Services, Inc. | 255,143 | $65.6M | 0.66% | −8,529−3.2% | Reduced |
| Commerce Bank | 251,149 | $64.6M | 0.42% | +6,453+2.6% | Added |
| Forsta Ap-Fonden | 250,647 | $64.4M | 0.57% | +9,500+3.9% | Added |
| Quadrature Capital Ltd | 245,393 | $63.1M | 1.06% | +245,393 | New |
| Zurich Insurance Group Ltd | 241,824 | $62.2M | 0.54% | −241,827−50.0% | Reduced |
| Worldquant Millennium Advisors LLC | 241,486 | $62.1M | 0.57% | +193,438+402.6% | Added |
| Catalytic Wealth RIA, LLC | 241,463 | $62.1M | 12.26% | −22,206−8.4% | Reduced |
| Ami Asset Management Corp | 239,488 | $61.6M | 3.32% | −4,573−1.9% | Reduced |
| ABN AMRO Bank N.V. | 236,609 | $61.4M | 0.93% | +12,902+5.8% | Added |
| Pictet & Cie (Europe) SA | 237,153 | $61.0M | 1.49% | +26,384+12.5% | Added |
| Tudor Investment Corp Et Al | 237,149 | $61.0M | 0.68% | +61,966+35.4% | Added |
| Bartlett & Co. Wealth Management LLC | 236,643 | $60.8M | 0.92% | +7,116+3.1% | Added |
| Compagnie Lombard Odier SCmA | 236,544 | $60.8M | 1.03% | +20,235+9.4% | Added |
| Petrus Trust Company, LTA | 235,800 | $60.6M | 5.66% | +35,000+17.4% | Added |
| Advisor Group Holdings, Inc. | 233,004 | $59.9M | 0.14% | −19,782−7.8% | Reduced |
| SG Americas Securities, LLC | 232,651 | $59.8M | 0.38% | +92,230+65.7% | Added |
| Pinebridge Investments, L.P. | 232,113 | $59.7M | 0.48% | −34,706−13.0% | Reduced |
| Comerica Bank | 230,351 | $59.2M | 0.25% | −4,031−1.7% | Reduced |
| Mackenzie Financial Corp | 230,271 | $59.2M | 0.09% | −1,150−0.5% | Reduced |
| Fifth Third Bancorp | 227,830 | $58.6M | 0.22% | −23,138−9.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 227,262 | $58.4M | 0.24% | +227,262 | New |
| CIBC Asset Management Inc | 223,125 | $57.4M | 0.20% | +8,197+3.8% | Added |
| CIBC World Markets Inc. | 222,248 | $57.1M | 0.14% | −24,373−9.9% | Reduced |
| The PNC Financial Services Group, Inc. | 221,343 | $56.9M | 0.04% | −26,335−10.6% | Reduced |
| Capital International Inc | 221,293 | $56.9M | 0.76% | +20,921+10.4% | Added |
| Mediolanum International Funds Ltd | 240,030 | $56.7M | 0.93% | −9,073−3.6% | Reduced |
| Anomaly Capital Management, LP | 218,894 | $56.3M | 2.14% | −174,730−44.4% | Reduced |
| Janney Montgomery Scott LLC | 218,471 | $56.2M | 0.17% | +6,081+2.9% | Added |
| E. Ohman J:or Asset Management AB | 217,880 | $56.0M | 1.39% | +1,880+0.9% | Added |
| Henshaw Capital LLC | 216,400 | $55.6M | 2.51% | 00.0% | Unchanged |
| Creative Planning | 216,393 | $55.6M | 0.06% | +2,539+1.2% | Added |
| Retirement Systems of Alabama | 214,249 | $55.1M | 0.21% | +597+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 213,336 | $54.8M | 0.36% | +832+0.4% | Added |
| Oppenheimer Asset Management Inc. | 208,709 | $53.7M | 0.69% | +19,302+10.2% | Added |
| Tocqueville Asset Management L.P. | 208,197 | $53.5M | 0.88% | +93,414+81.4% | Added |
| Xponance, Inc. | 207,261 | $53.3M | 0.54% | +9,044+4.6% | Added |
| Colony Group, LLC | 207,144 | $53.3M | 0.18% | +165,108+392.8% | Added |
| Morningstar Investment Services LLC | 210,133 | $53.1M | 0.58% | +68,896+48.8% | Added |
| Teachers Retirement System of the State of Kentucky | 206,519 | $53.1M | 0.48% | −15,791−7.1% | Reduced |
| Ofi Invest Asset Management | 221,179 | $53.1M | 1.41% | −30,625−12.2% | Reduced |
| Amalgamated Bank | 204,436 | $52.6M | 0.45% | −1,963−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 204,166 | $52.5M | 0.55% | +2,577+1.3% | Added |
| Intech Investment Management LLC | 202,074 | $52.0M | 0.65% | +152,561+308.1% | Added |
| Meitav Dash Investments Ltd | 202,145 | $51.9M | 0.92% | +16,164+8.7% | Added |
| IFM Investors Pty Ltd | 200,381 | $51.5M | 0.52% | +2,172+1.1% | Added |
| Motley Fool Wealth Management, LLC | 200,841 | $51.5M | 2.62% | −5,146−2.5% | Reduced |
| Nisa Investment Advisors, LLC | 198,128 | $50.9M | 0.32% | −8,225−4.0% | Reduced |
| Windward Capital Management Co | 198,074 | $50.9M | 4.29% | −4,969−2.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 196,906 | $50.6M | 2.14% | 00.0% | Unchanged |
| BNP Paribas | 196,688 | $50.5M | 2.54% | −24,017−10.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 195,822 | $50.3M | 3.19% | +3,045+1.6% | Added |
| Daiwa Securities Group Inc. | 193,507 | $49.8M | 0.26% | −9,577−4.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 189,744 | $48.8M | 1.22% | +11,805+6.6% | Added |
| Summitry LLC | 187,229 | $48.1M | 2.49% | +1,759+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 187,072 | $48.1M | 0.14% | +105,972+130.7% | Added |
| Banco Santander, S.A. | 186,612 | $48.0M | 0.59% | −4,614−2.4% | Reduced |
| TownSquare Capital, LLC | 186,253 | $47.9M | 0.65% | +7,087+4.0% | Added |
| British Columbia Investment Management Corp | 185,789 | $47.8M | 0.29% | +69,828+60.2% | Added |
| Erste Asset Management GmbH | 187,580 | $47.7M | 0.63% | +13,472+7.7% | Added |
| Czech National Bank | 185,081 | $47.6M | 0.54% | +14,761+8.7% | Added |