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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 189,372 | $47.2M | 0.24% | −334,540−63.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 183,291 | $47.1M | 0.25% | +643+0.4% | Added |
| M&T Bank Corp | 183,230 | $47.1M | 0.16% | +41,978+29.7% | Added |
| Gateway Investment Advisers LLC | 182,559 | $46.9M | 0.53% | −4,927−2.6% | Reduced |
| QRG Capital Management, Inc. | 182,554 | $46.9M | 0.56% | −295−0.2% | Reduced |
| RMB Capital Management, LLC | 180,879 | $46.5M | 1.12% | +6,086+3.5% | Added |
| Impax Asset Management Group plc | 180,528 | $46.4M | 0.19% | −39,208−17.8% | Reduced |
| Davidson Kempner Capital Management LP | 175,000 | $45.0M | 0.75% | −33,500−16.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 176,067 | $44.8M | 1.35% | −46,362−20.8% | Reduced |
| Manning & Napier Advisors LLC | 173,892 | $44.7M | 0.50% | +173,892 | New |
| Heritage Investors Management Corp | 169,116 | $43.5M | 1.52% | +4,861+3.0% | Added |
| 1832 Asset Management L.P. | 168,756 | $43.4M | 0.08% | −748,218−81.6% | Reduced |
| Vancity Investment Management Ltd | 183,170 | $42.9M | 2.72% | +74,468+68.5% | Added |
| Varma Mutual Pension Insurance Co | 166,481 | $42.8M | 0.34% | −16,445−9.0% | Reduced |
| Sanctuary Advisors, LLC | 156,040 | $42.8M | 0.31% | +156,040 | New |
| Pinnacle Financial Partners Inc | 154,843 | $42.8M | 0.92% | +2,388+1.6% | Added |
| Acadian Asset Management LLC | 165,858 | $42.6M | 0.13% | +134,079+421.9% | Added |
| Financial Counselors Inc | 164,506 | $42.3M | 0.68% | +7,786+5.0% | Added |
| Scotia Capital Inc. | 161,625 | $41.6M | 0.24% | −9,636−5.6% | Reduced |
| Quilter Plc | 161,083 | $41.4M | 0.93% | +4,771+3.1% | Added |
| J. Stern & Co. LLP | 159,849 | $41.1M | 4.89% | +5,240+3.4% | Added |
| Swiss Life Asset Management Ltd | 159,737 | $41.1M | 0.48% | −2,386−1.5% | Reduced |
| Utah Retirement Systems | 154,432 | $39.7M | 0.47% | −8,000−4.9% | Reduced |
| Brown Advisory Inc | 153,793 | $39.5M | 0.05% | −6,464−4.0% | Reduced |
| USS Investment Management Ltd | 153,108 | $39.4M | 0.32% | +3,200+2.1% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 152,555 | $39.2M | 0.44% | +152,555 | New |
| Huntington National Bank | 151,633 | $39.0M | 0.30% | −52,175−25.6% | Reduced |
| AE Wealth Management LLC | 150,790 | $38.8M | 0.39% | +1,628+1.1% | Added |
| Hyperion Asset Management Ltd | 150,598 | $38.7M | 1.60% | −20,609−12.0% | Reduced |
| Employees Provident Fund Board | 149,117 | $38.3M | 0.61% | −217,254−59.3% | Reduced |
| Mercer Global Advisors Inc | 170,106 | $38.2M | 0.10% | +1,328+0.8% | Added |
| Andra AP-fonden | 148,298 | $38.1M | 0.64% | +67,300+83.1% | Added |
| WestEnd Advisors, LLC | 147,229 | $37.9M | 0.98% | −9,629−6.1% | Reduced |
| New York Life Investment Management LLC | 146,290 | $37.6M | 0.38% | −284−0.2% | Reduced |
| Cresset Asset Management, LLC | 146,017 | $37.5M | 0.16% | +22,037+17.8% | Added |
| MML Investors Services, LLC | 145,564 | $37.4M | 0.15% | +14,263+10.9% | Added |
| Toroso Investments, LLC | 142,845 | $36.7M | 0.51% | +39,959+38.8% | Added |
| Guinness Asset Management LTD | 142,876 | $36.7M | 0.76% | +5,237+3.8% | Added |
| Becker Capital Management Inc | 140,723 | $36.2M | 1.24% | −5,986−4.1% | Reduced |
| Suncoast Equity Management | 140,365 | $36.1M | 3.99% | +43,572+45.0% | Added |
| Temasek Holdings (Private) Ltd | 139,005 | $35.7M | 0.17% | +139,005 | New |
| Regions Financial Corp | 137,977 | $35.5M | 0.27% | −228−0.2% | Reduced |
| Hantz Financial Services, Inc. | 137,359 | $35.3M | 0.68% | −9,097−6.2% | Reduced |
| Aureus Asset Management, LLC | 135,558 | $34.9M | 2.44% | −1,476−1.1% | Reduced |
| Kestra Advisory Services, LLC | 135,376 | $34.8M | 0.19% | +38,727+40.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 134,665 | $34.6M | 0.82% | +87,512+185.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,678 | $33.9M | 0.13% | −6,250−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 131,012 | $33.7M | 0.08% | −13,167−9.1% | Reduced |
| Distillate Capital Partners LLC | 130,911 | $33.7M | 1.78% | +130,911 | New |
| Silvant Capital Management LLC | 130,566 | $33.6M | 1.49% | +12,271+10.4% | Added |
| Guggenheim Capital LLC | 128,484 | $33.0M | 0.24% | −8,281−6.1% | Reduced |
| Crosslink Capital Inc | 128,080 | $32.9M | 4.60% | −22,780−15.1% | Reduced |
| Yousif Capital Management, LLC | 127,747 | $32.8M | 0.37% | −4,490−3.4% | Reduced |
| Jones Financial Companies LLLP | 127,223 | $32.7M | 0.04% | +63,004+98.1% | Added |
| Hollencrest Capital Management | 127,027 | $32.7M | 1.44% | −664−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 126,005 | $32.4M | 1.11% | +5,280+4.4% | Added |
| Squarepoint Ops LLC | 125,867 | $32.4M | 0.12% | +99,615+379.5% | Added |
| Vident Advisory, LLC | 125,410 | $32.2M | 0.89% | +54,123+75.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 125,244 | $32.2M | 0.34% | −21,236−14.5% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 124,604 | $32.0M | 0.66% | +62,330+100.1% | Added |
| Valiant Capital Management, L.P. | 123,997 | $31.9M | 3.76% | −72,539−36.9% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 122,899 | $31.6M | 0.78% | −1,390−1.1% | Reduced |
| Mutual of America Capital Management LLC | 122,481 | $31.5M | 0.34% | −4,433−3.5% | Reduced |
| Allen Investment Management LLC | 121,772 | $31.3M | 0.38% | +28,995+31.3% | Added |
| Steward Partners Investment Advisory, LLC | 119,228 | $30.7M | 0.32% | −4,346−3.5% | Reduced |
| Renaissance Group LLC | 118,433 | $30.4M | 1.19% | +4,714+4.1% | Added |
| GuoLine Advisory Pte Ltd | 117,890 | $30.3M | 3.23% | +76,390+184.1% | Added |
| Twin Tree Management, LP | 117,141 | $30.1M | 0.88% | −55,375−32.1% | Reduced |
| Sequoia Financial Advisors, LLC | 117,141 | $30.1M | 0.36% | −4,360−3.6% | Reduced |
| Assetmark, Inc | 116,786 | $30.0M | 0.09% | +8,410+7.8% | Added |
| Kingsview Wealth Management, LLC | 115,708 | $29.7M | 0.70% | +22,504+24.1% | Added |
| Howard Capital Management Group, LLC | 114,761 | $29.5M | 2.18% | +941+0.8% | Added |
| Nissay Asset Management Corp | 114,228 | $29.4M | 0.19% | +3,051+2.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 113,993 | $29.3M | 0.48% | +52,444+85.2% | Added |
| Tiaa Trust, National Association | 112,229 | $28.9M | 0.09% | +18,996+20.4% | Added |
| Pathstone Holdings, LLC | 110,252 | $28.3M | 0.13% | −5,516−4.8% | Reduced |
| Trybe Capital Management LP | 108,999 | $28.0M | 8.88% | 00.0% | Unchanged |
| NZS Capital, LLC | 107,402 | $27.6M | 1.13% | +38,258+55.3% | Added |
| Commerzbank Aktiengesellschaft | 107,346 | $27.6M | 0.91% | −347−0.3% | Reduced |
| Stephens Inc | 107,339 | $27.6M | 0.42% | −3,361−3.0% | Reduced |
| Whittier Trust Co | 107,299 | $27.6M | 0.39% | +3,361+3.2% | Added |
| Wesbanco Bank Inc | 106,657 | $27.4M | 1.02% | +10,365+10.8% | Added |
| United Capital Financial Advisers, LLC | 105,926 | $27.2M | 0.23% | −11,599−9.9% | Reduced |
| State of Alaska, Department of Revenue | 105,640 | $27.2M | 0.30% | +595+0.6% | Added |
| TenCore Partners, LP | 105,554 | $27.1M | 10.44% | +2,220+2.1% | Added |
| Woodline Partners LP | 104,973 | $27.0M | 0.26% | −30,705−22.6% | Reduced |
| Atria Investments LLC | 104,121 | $26.8M | 0.35% | −845−0.8% | Reduced |
| MayTech Global Investments, LLC | 102,870 | $26.4M | 3.96% | +1,772+1.8% | Added |
| Magellan Asset Management Ltd | 102,628 | $26.4M | 0.25% | +16,349+18.9% | Added |
| TCTC Holdings, LLC | 101,953 | $26.2M | 0.90% | −854−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 101,081 | $26.0M | 1.45% | +38,320+61.1% | Added |
| MUFG Securities EMEA plc | 101,075 | $26.0M | 1.16% | +100,765+32,504.8% | Added |
| Brinker Capital Investments, LLC | 100,063 | $25.7M | 0.27% | +2,266+2.3% | Added |
| Orion Portfolio Solutions, LLC | 100,063 | $25.7M | 0.27% | +2,266+2.3% | Added |
| Crossmark Global Holdings, Inc. | 99,998 | $25.7M | 0.49% | +6,534+7.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | $25.7M | 0.30% | +10,000+11.1% | Added |
| Clear Street LLC | 100,000 | $25.7M | 0.61% | +100,000 | New |
| Alecta Pensionsforsakring, Omsesidigt | 100,000 | $25.7M | 0.14% | −186,635−65.1% | Reduced |
| Thomasville National Bank | 99,724 | $25.6M | 2.05% | +1,444+1.5% | Added |
| Wolverine Trading, LLC | 99,720 | $25.6M | 0.42% | +96,117+2,667.7% | Added |