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; 2,493 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, Q3 2024
Institutional positions in Salesforce, Inc. as of Sep 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
- 2,656
- +57 vs. Q2 2024
- Shares held
- 764.3M
- +65.8M (+9.4%) vs. Q2 2024
- Total value
- $209.1B
- +$29.6B (+16.5%) vs. Q2 2024
- New holders
- 217
- 1,140 more added
- Sold out
- 160
- 1,013 more reduced
30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ICONIQ Capital, LLC | 73,396 | $20.1M | 0.43% | +72,606+9,190.6% | Added |
| Ithaka Group LLC | 74,028 | $20.3M | 3.84% | −2,683−3.5% | Reduced |
| Kodai Capital Management LP | 75,176 | $20.6M | 0.43% | +75,176 | New |
| Annex Advisory Services, LLC | 75,685 | $20.7M | 0.66% | +6,260+9.0% | Added |
| Paragon Capital Management Ltd | 76,081 | $20.8M | 4.08% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 76,195 | $20.9M | 0.54% | −3,500−4.4% | Reduced |
| Aquatic Capital Management LLC | 76,400 | $20.9M | 0.55% | +76,400 | New |
| Abner Herrman & Brock LLC | 76,579 | $21.0M | 2.53% | −4,093−5.1% | Reduced |
| Avantax Advisory Services, Inc. | 77,134 | $21.1M | 0.14% | +6,270+8.8% | Added |
| CWM, LLC | 77,140 | $21.1M | 0.09% | +4,744+6.6% | Added |
| Univest Financial Corp | 77,382 | $21.2M | 1.40% | +58,188+303.2% | Added |
| Motley Fool Asset Management LLC | 78,440 | $21.2M | 1.26% | −527−0.7% | Reduced |
| Factory Mutual Insurance Co | 77,700 | $21.3M | 0.22% | −1,300−1.6% | Reduced |
| MMBG Investment Advisors Co. | 77,772 | $21.3M | 2.22% | +1,568+2.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 78,019 | $21.4M | 0.54% | +5,700+7.9% | Added |
| Flputnam Investment Management Co | 90,487 | $21.4M | 0.39% | +4,147+4.8% | Added |
| Nixon Peabody Trust Co | 78,304 | $21.4M | 1.78% | +568+0.7% | Added |
| Atria Investments LLC | 78,979 | $21.6M | 0.27% | −25,142−24.1% | Reduced |
| Kadensa Capital Ltd | 79,315 | $21.7M | 5.68% | +6,761+9.3% | Added |
| Old National Bancorp | 80,190 | $21.9M | 0.51% | +1,444+1.8% | Added |
| Freestone Capital Holdings, LLC | 81,250 | $22.2M | 0.77% | +13,746+20.4% | Added |
| Citizens Financial Group Inc | 81,696 | $22.4M | 0.45% | +694+0.9% | Added |
| Davidson Investment Advisors | 81,993 | $22.4M | 1.08% | +3,672+4.7% | Added |
| Dana Investment Advisors, Inc. | 82,453 | $22.6M | 0.75% | −5,339−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 82,514 | $22.6M | 0.31% | +953+1.2% | Added |
| Oregon Public Employees Retirement Fund | 82,903 | $22.7M | 0.42% | −526−0.6% | Reduced |
| Liontrust Investment Partners LLP | 89,494 | $23.0M | 0.33% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 84,354 | $23.1M | 0.60% | −8,444−9.1% | Reduced |
| RDST Capital LLC | 85,295 | $23.3M | 5.27% | −12,475−12.8% | Reduced |
| Pittenger & Anderson Inc | 85,746 | $23.5M | 0.88% | +72+0.1% | Added |
| Quantinno Capital Management LP | 85,853 | $23.5M | 0.31% | +15,675+22.3% | Added |
| Valiant Capital Management, L.P. | 86,510 | $23.7M | 3.24% | −37,487−30.2% | Reduced |
| Impax Asset Management Group plc | 86,944 | $23.8M | 0.09% | −93,584−51.8% | Reduced |
| Community Trust & Investment Co | 87,271 | $23.9M | 1.52% | +1,107+1.3% | Added |
| Pacer Advisors, Inc. | 87,277 | $23.9M | 0.05% | −8,928−9.3% | Reduced |
| Omers Administration Corp | 87,554 | $24.0M | 0.22% | +6,400+7.9% | Added |
| Umb Bank N A | 88,411 | $24.2M | 0.38% | −1,015−1.1% | Reduced |
| Eagle Asset Management Inc | 75,295 | $24.2M | 0.12% | +21,540+40.1% | Added |
| Harvest Portfolios Group Inc. | 89,098 | $24.4M | 0.81% | +10,656+13.6% | Added |
| JustInvest LLC | 89,672 | $24.5M | 0.40% | +11,958+15.4% | Added |
| Tiaa Trust, National Association | 90,089 | $24.7M | 0.07% | −22,140−19.7% | Reduced |
| Douglas Lane & Associates, LLC | 90,637 | $24.8M | 0.34% | +90,637 | New |
| GWM Advisors LLC | 91,133 | $24.9M | 0.16% | +20,254+28.6% | Added |
| Acadian Asset Management LLC | 91,377 | $25.0M | 0.08% | −74,481−44.9% | Reduced |
| Boston Family Office LLC | 91,644 | $25.1M | 1.70% | +650+0.7% | Added |
| Mesirow Financial Investment Management, Inc. | 91,768 | $25.1M | 0.49% | +140.0% | Added |
| Ethic Inc. | 83,583 | $25.2M | 0.64% | −4,842−5.5% | Reduced |
| Elo Mutual Pension Insurance Co | 92,093 | $25.2M | 0.54% | +3,088+3.5% | Added |
| Wealthfront Advisers LLC | 92,922 | $25.4M | 0.08% | +3,240+3.6% | Added |
| Baader Bank INC | 93,320 | $25.5M | 2.15% | +794+0.9% | Added |
| Schonfeld Strategic Advisors LLC | 93,898 | $25.7M | 0.21% | +87,892+1,463.4% | Added |
| Crestline Management, LP | 94,269 | $25.8M | 1.47% | +87,140+1,222.3% | Added |
| Tran Capital Management, L.P. | 94,583 | $25.9M | 2.79% | −1,565−1.6% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 95,000 | $26.0M | 1.28% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 95,748 | $26.2M | 0.89% | −10,909−10.2% | Reduced |
| Crossmark Global Holdings, Inc. | 95,957 | $26.3M | 0.47% | −4,041−4.0% | Reduced |
| Taurus Asset Management, LLC | 95,988 | $26.3M | 2.56% | −2,800−2.8% | Reduced |
| Temasek Holdings (Private) Ltd | 96,328 | $26.4M | 0.11% | −42,677−30.7% | Reduced |
| Stephens Inc | 98,002 | $26.8M | 0.38% | −9,337−8.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 98,836 | $27.1M | 1.19% | +1,072+1.1% | Added |
| NorthCrest Asset Manangement, LLC | 99,166 | $27.1M | 0.82% | +1,748+1.8% | Added |
| Greenleaf Trust | 99,803 | $27.3M | 0.24% | +805+0.8% | Added |
| Achmea Investment Management B.V. | 99,832 | $27.3M | 0.45% | +12,712+14.6% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 100,000 | $27.4M | 0.15% | 00.0% | Unchanged |
| Ilmarinen Mutual Pension Insurance Co | 100,000 | $27.4M | 0.30% | 00.0% | Unchanged |
| Clear Street LLC | 100,000 | $27.4M | 0.64% | 00.0% | Unchanged |
| Long Path Partners LP | 100,827 | $27.6M | 8.95% | +23,933+31.1% | Added |
| Capital International Sarl | 100,895 | $27.6M | 0.71% | +21,277+26.7% | Added |
| Thomasville National Bank | 101,071 | $27.7M | 2.05% | +1,347+1.4% | Added |
| NS Partners Ltd | 101,716 | $27.8M | 1.17% | +2,434+2.5% | Added |
| TCTC Holdings, LLC | 102,350 | $28.0M | 0.95% | +397+0.4% | Added |
| EP Wealth Advisors, LLC | 102,393 | $28.0M | 0.24% | +72,362+241.0% | Added |
| Chilton Capital Management LLC | 103,616 | $28.4M | 1.18% | +6,515+6.7% | Added |
| Worldquant Millennium Advisors LLC | 106,392 | $29.1M | 0.21% | −135,094−55.9% | Reduced |
| United Capital Financial Advisers, LLC | 106,750 | $29.2M | 0.24% | +824+0.8% | Added |
| BNP Paribas | 106,522 | $29.2M | 1.21% | −90,166−45.8% | Reduced |
| Commerzbank Aktiengesellschaft | 107,184 | $29.3M | 0.78% | −162−0.2% | Reduced |
| Magellan Asset Management Ltd | 107,509 | $29.4M | 0.29% | +4,881+4.8% | Added |
| Whittier Trust Co | 108,057 | $29.6M | 0.40% | +758+0.7% | Added |
| Lido Advisors, LLC | 108,203 | $29.6M | 0.22% | +11,437+11.8% | Added |
| Huntington National Bank | 109,497 | $30.0M | 0.22% | −42,136−27.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 102,853 | $30.0M | 0.27% | +9,414+10.1% | Added |
| Pathstone Holdings, LLC | 110,218 | $30.2M | 0.14% | −340.0% | Reduced |
| State of Alaska, Department of Revenue | 112,565 | $30.8M | 0.33% | +6,925+6.6% | Added |
| Sequoia Financial Advisors, LLC | 114,143 | $31.2M | 0.34% | −2,998−2.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 114,232 | $31.3M | 0.60% | −10,372−8.3% | Reduced |
| Howard Capital Management Group, LLC | 114,745 | $31.4M | 2.21% | −160.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 116,004 | $31.8M | 1.00% | +70,580+155.4% | Added |
| Nissay Asset Management Corp | 116,440 | $31.9M | 0.20% | +2,212+1.9% | Added |
| Vident Advisory, LLC | 116,892 | $32.0M | 0.81% | −8,518−6.8% | Reduced |
| Group One Trading, L.P. | 117,701 | $32.2M | 1.27% | +38,030+47.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 117,824 | $32.2M | 0.16% | −293,386−71.3% | Reduced |
| GuoLine Advisory Pte Ltd | 117,890 | $32.3M | 3.29% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 119,306 | $32.7M | 0.34% | −3,175−2.6% | Reduced |
| Prudential PLC | 119,590 | $32.7M | 0.17% | +22,054+22.6% | Added |
| Renaissance Group LLC | 120,229 | $32.9M | 1.35% | +1,796+1.5% | Added |
| Oppenheimer Asset Management Inc. | 120,570 | $33.0M | 0.40% | −88,139−42.2% | Reduced |
| CTC LLC | 120,844 | $33.1M | 1.52% | +57,971+92.2% | Added |
| Park National Corp | 120,850 | $33.1M | 1.16% | +119,250+7,453.1% | Added |
| Steward Partners Investment Advisory, LLC | 121,547 | $33.3M | 0.31% | +2,319+1.9% | Added |