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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.

Q3 2024 vs. Q2 2024

How the institutions holding Salesforce, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of CRM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2,630302,657+57
Shares773.7M75.3M764.3M+65.8M (+9.4%)
Value$198.8B$19.3B$209.1B+$29.6B (+16.5%)

30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (217)

Institutions that held Salesforce, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 217 by value.

Institutions new to CRM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.73,561,376$20.1B0.42%
Veritas Asset Management LLP2,680,957$733.8M5.42%
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,337,830$639.9M4.77%
Contour Asset Management LLC639,127$174.9M5.78%
Mirova US LLC472,666$129.4M1.48%
Junto Capital Management LP372,288$101.9M2.29%
Trivest Advisors Ltd360,000$98.5M5.60%
Southpoint Capital Advisors LP300,000$82.1M1.95%
Renaissance Technologies LLC240,288$65.8M0.10%
Whale Rock Capital Management LLC226,765$62.1M0.87%
Oribel Capital Management, LP222,600$60.9M6.65%
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund157,555$43.1M0.44%
Soros Fund Management LLCSuperinvestorSoros Fund Management156,404$42.8M0.85%
B. Metzler seel. Sohn & Co. Holding AG148,417$40.6M0.40%
Marex Group plc130,450$35.7M0.81%
Douglas Lane & Associates, LLC90,637$24.8M0.34%
Aquatic Capital Management LLC76,400$20.9M0.55%
Kodai Capital Management LP75,176$20.6M0.43%
MIG Capital, LLC66,802$18.3M2.22%
Jupiter Asset Management Ltd65,369$17.9M0.16%
ARS Investment Partners, LLC64,600$17.7M1.58%
Point72 Europe (London) LLP64,400$17.6M1.49%
Crawford Investment Counsel Inc63,274$17.3M0.30%
GW Henssler & Associates Ltd61,807$16.9M0.96%
Oddo BHF Asset Management SAS58,061$15.9M0.79%
Coronation Fund Managers Ltd.56,683$15.5M0.86%
Transform Wealth, LLC50,165$13.8M0.91%
Mondrian Investment Partners LTD48,705$13.3M0.20%
Hudson Bay Capital Management LP46,842$12.8M0.09%
Eisler Capital (US) LLC46,307$12.7M2.34%
Sterling Capital Management LLC44,623$12.2M0.16%
Quantitative Investment Management, LLC43,434$11.9M1.17%
Boothbay Fund Management, LLC42,311$11.6M0.37%
Bornite Capital Management LP40,000$10.9M1.94%
Invenomic Capital Management LP39,250$10.7M0.59%
Parus Finance (UK) Ltd33,170$9.08M2.92%
Shell Asset Management Co27,248$7.46M0.33%
IMC-Chicago, LLC26,248$7.18M0.21%
Paloma Partners Management Co25,500$6.98M0.37%
Pinnbrook Capital Management LP23,855$6.53M1.97%
GFI Investment Counsel Ltd.21,364$5.85M0.68%
Stevens Capital Management LP20,658$5.65M0.80%
Simplex Trading, LLC18,218$4.99M0.17%
Mount Yale Investment Advisors, LLC18,190$4.98M0.48%
Promethos Capital, LLC17,360$4.75M1.69%
Zevenbergen Capital Investments LLC15,000$4.11M0.09%
CWA Asset Management Group, LLC13,772$3.77M0.20%
Richard Bernstein Advisors LLC13,758$3.77M0.08%
Transamerica Financial Advisors, Inc.13,414$3.67M0.36%
River Wealth Advisors LLC12,228$3.35M0.45%
Graphene Investments SAS11,400$3.12M2.00%
Weiss Asset Management LP11,136$3.05M0.08%
Fortis Capital Management LLC10,784$2.95M0.59%
Pictet North America Advisors SA9,748$2.67M0.26%
O'Neil Global Advisors, Inc.9,330$2.55M0.65%
Nishkama Capital, LLC8,690$2.38M0.37%
Cinctive Capital Management LP7,868$2.15M0.12%
Financial Gravity Companies, Inc.7,543$2.06M0.55%
Greenup Street Wealth Management LLC7,224$1.98M0.41%
Udine Wealth Management, Inc.6,777$1.85M1.31%
Argent Financial Group, Inc.6,708$1.84M0.22%
Parametrica Management Ltd6,700$1.83M2.18%
Tealwood Asset Management Inc6,676$1.83M0.80%
Hel Ved Capital Management Ltd6,395$1.75M0.82%
Mainstream Capital Management LLC6,376$1.75M1.48%
Howard Capital Management Inc.5,742$1.57M0.03%
Prevail Innovative Wealth Advisors, LLC5,368$1.47M0.45%
K.J. Harrison & Partners Inc5,000$1.46M0.22%
Natixis Investment Managers International5,154$1.41M0.10%
Agate Pass Investment Management, LLC5,004$1.37M0.68%
Elyxium Wealth, LLC4,883$1.34M0.74%
Evoke Wealth, LLC4,852$1.33M0.04%
Brophy Wealth Management, LLC4,712$1.29M0.46%
Donoghue Forlines LLC4,454$1.22M0.35%
Amica Retiree Medical Trust4,303$1.18M0.98%
Shum Financial Group, Inc.3,893$1.16M0.97%
Nwam LLC4,209$1.15M0.07%
Arete Wealth Advisors, LLC4,234$1.14M0.10%
Watts Gwilliam & Co., LLC3,897$1.14M0.25%
Carmel Capital Partners, LLC4,141$1.13M0.44%
Gladius Capital Management LP4,080$1.12M0.67%
Advisor Resource Council4,033$1.10M0.50%
Carnegie Lake Advisors LLC4,020$1.10M0.44%
Monetta Financial Services Inc3,900$1.07M0.91%
LMR Partners LLP3,839$1.05M0.02%
WBI Investments3,278$897.2K0.22%
Kennebec Savings Bank3,161$865.2K0.86%
Canandaigua National Trust Co of Florida3,145$860.8K0.74%
Retireful, LLC3,073$841.1K0.62%
Inspire Trust Co, N.A.3,000$821.1K0.23%
Dark Forest Capital Management LP2,839$777.1K0.10%
Kestra Investment Management, LLC2,800$766.4K0.03%
Two Sigma Securities, LLC2,719$744.2K0.06%
XR Securities LLC2,479$678.5K4.39%
Wellington Wealth Strategies, LLC.2,322$676.6K0.51%
B&L Asset Management LLC2,369$648.4K0.41%
Cascades Capital Asset Management, LLC2,302$630.0K0.35%
Duncan Williams Asset Management, LLC2,294$627.9K0.35%
ORG Wealth Partners, LLC2,111$577.8K0.19%
Global Assets Advisory, LLC2,072$561.3K0.31%

Sold out (160)

Institutions that held Salesforce, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 160 by value.

Institutions that sold out of CRM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Coatue Management LLCSuperinvestorCoatue Management1,907,872$490.5M
Dorsal Capital Management, LLC600,000$154.3M
HMI Capital Management, L.P.513,200$131.9M
Samlyn Capital, LLC505,580$130.0M
Alyeska Investment Group, L.P.409,428$105.3M
Qube Research & Technologies Ltd287,538$73.9M
Anomaly Capital Management, LP218,894$56.3M
Crosslink Capital Inc128,080$32.9M
Trybe Capital Management LP108,999$28.0M
Berkley W R Corp99,200$25.5M
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)96,358$24.8M
Braun Stacey Associates Inc80,274$20.6M
First Long Island Investors, LLC63,981$16.4M
Parallax Volatility Advisers, L.P.59,238$15.2M
Makena Capital Management LLC56,106$14.4M
Ardmore Road Asset Management LP50,000$12.9M
Kemnay Advisory Services Inc.43,445$11.2M
Sphera Funds Management Ltd.33,600$8.64M
Highland Capital Management, LLC29,092$7.48M
Maytus Capital Management, LLC26,981$6.94M
Neo Ivy Capital Management26,008$6.69M
AMS Capital Ltda22,372$5.75M
Strategic Financial Concepts, LLC149,213$5.52M
Once Capital Management, LLC20,800$5.35M
BNC Wealth Management, LLC17,374$4.47M
CenterBook Partners LP17,029$4.38M
Boston Private Wealth LLC16,834$4.33M
Alliance Wealth Advisors, LLC16,719$4.30M
Keystone Investors Pte Ltd16,631$4.28M
Prelude Capital Management, LLC15,818$4.07M
Landscape Capital Management, L.L.C.14,503$3.73M
Synergy Financial Management, LLC14,017$3.60M
Insight Holdings Group, LLC13,630$3.50M
Exor Capital LLP13,000$3.34M
Soros Capital Management LLC12,346$3.17M
Dynasty Wealth Management, LLC12,329$3.17M
Artemis Investment Management LLP12,206$3.14M
Campbell & CO Investment Adviser LLC10,743$2.76M
Pinnacle Wealth Management, LLC10,092$2.59M
Audent Global Asset Management, LLC10,000$2.57M
M Holdings Securities, Inc.9,770$2.51M
Jump Financial, LLC9,531$2.45M
Winton Group Ltd9,161$2.36M
Hudson Canyon Capital Management7,570$1.95M
Vivid Wealth Management, LLC7,135$1.83M
Scientech Research LLC5,918$1.52M
World Equity Group, Inc.5,402$1.39M
Privium Fund Management (UK) Ltd5,205$1.36M
Pearl River Capital, LLC5,070$1.30M
Black Swift Group, LLC5,030$1.29M
Quinn Opportunity Partners LLC5,000$1.29M
Connective Capital Management, LLC4,970$1.28M
Finivi Inc.4,575$1.18M
Gsa Capital Partners LLP4,219$1.08M
Hussman Strategic Advisors, Inc.4,200$1.08M
Oxford Asset Management LLP3,877$996.8K
Element Capital Management LLC3,743$962.3K
First Commonwealth Financial Corp3,487$896.5K
Tectonic Advisors LLC3,477$893.8K
Symmetry Partners, LLC3,397$873.0K
Arcus Capital Partners, LLC3,387$870.8K
Rinkey Investments3,227$829.9K
Virtus ETF Advisers LLC3,052$784.7K
Mill Creek Capital Advisors, LLC2,839$729.9K
Exane Asset Management2,790$717.3K
Park Edge Advisors, LLC2,528$650.0K
Venator Management LLC2,500$642.8K
GFG Capital, LLC2,470$635.2K
Salvus Wealth Management, LLC2,427$624.0K
Blue Barn Wealth, LLC2,302$591.8K
Blue Fin Capital, Inc.2,257$580.3K
Vienna Asset Management LLC2,247$577.7K
New World Advisors LLC2,234$574.4K
Duff & Phelps Investment Management Co2,223$571.5K
IFG Advisory, LLC2,211$568.6K
Vicus Capital2,014$517.8K
Redwood Investment Management, LLC2,083$505.0K
Contravisory Investment Management, Inc.1,846$474.6K
Strategy Asset Managers LLC2,197$464.1K
3Chopt Investment Partners, LLC1,765$453.8K
Harbert Fund Advisors, Inc.1,750$449.9K
Wayfinding Financial, LLC1,708$439.0K
VisionPoint Advisory Group, LLC1,633$419.8K
TrueWealth Advisors, LLC1,599$411.1K
Smith Group Asset Management, LLC1,528$392.8K
Garda Capital Partners LP1,523$391.6K
Diametric Capital, LP1,482$381.0K
Triad Wealth Partners, LLC1,437$369.5K
Point72 Asset Management, L.P.1,400$359.9K
Edgestream Partners, L.P.1,398$359.4K
Fortune Financial Advisors, LLC1,349$346.8K
Vantage Consulting Group Inc1,339$344.3K
Vanguard Capital Wealth Advisors1,251$321.5K
Private Client Services, LLC1,246$320.3K
Meritage Group LP1,243$319.6K
Custom Index Systems, LLC1,220$313.7K
Guardian Capital Advisors LP1,230$310.7K
WNY Asset Management, LLC1,197$307.8K
Rosenbaum Jay D.1,178$302.9K
Triumph Capital Management1,150$295.7K

Not filed for Q3 2024 yet (30)

Institutions that held Salesforce, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.74,577,218$19.2B
Ofi Invest Asset Management221,179$53.1M
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)152,555$39.2M
La Financiere de L'Echiquier86,700$22.3M
Benjamin F. Edwards & Company, Inc.42,148$10.8M
Abbrea Capital, LLC41,400$10.6M
Girard Partners Ltd.37,597$9.67M
Hyman Charles D21,379$5.50M
Wunderlich Capital Managemnt13,194$3.39M
Clear Rock Advisors, LLC11,964$3.08M
Relative Value Partners Group, LLC11,022$2.83M
Sofos Investments, Inc.8,348$2.15M
Buckingham Strategic Wealth, LLC7,885$2.03M
Heritage Trust Co6,720$1.73M
Bank Pictet & Cie (Asia) Ltd5,142$1.32M
Ascension Asset Management LLC4,715$1.21M
Vantage Financial Partners Ltd., Inc.4,325$1.11M
Payden & Rygel Investment Group4,100$1.05M
Gratus Capital LLC1,992$512.2K
Perennial Advisors, LLC1,815$466.6K
Arden Trust Co1,648$423.7K
Hoylecohen, LLC1,379$354.5K
Arvest Trust Co N A1,300$334.2K
Spotlight Asset Group, Inc.1,284$330.1K
JJJ Advisors Inc.1,106$284.4K
Bradley & Co. Private Wealth Management, LLC577$148.3K
Institutional & Family Asset Management, LLC410$105.4K
ICA Group Wealth Management, LLC122$31.4K
Emfo, LLC117$30.1K
Private Ocean, LLC80$20.6K