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 |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 121,772 | $33.3M | 0.40% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 121,831 | $33.3M | 4.40% | +18,961+18.4% | Added |
| Guggenheim Capital LLC | 122,111 | $33.4M | 0.24% | −6,373−5.0% | Reduced |
| APG Asset Management N.V. | 136,550 | $33.5M | 0.22% | −635,322−82.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 122,735 | $33.6M | 0.58% | +8,742+7.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 123,490 | $33.8M | 0.79% | +591+0.5% | Added |
| NZS Capital, LLC | 123,705 | $33.9M | 1.32% | +16,303+15.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 126,063 | $34.5M | 1.10% | +580.0% | Added |
| Yousif Capital Management, LLC | 126,075 | $34.5M | 0.37% | −1,672−1.3% | Reduced |
| Kestra Advisory Services, LLC | 126,472 | $34.6M | 0.19% | −8,904−6.6% | Reduced |
| Hollencrest Capital Management | 127,402 | $34.9M | 1.44% | +375+0.3% | Added |
| Silvant Capital Management LLC | 130,215 | $35.7M | 1.57% | −351−0.3% | Reduced |
| Rokos Capital Management LLP | 130,502 | $35.7M | 1.25% | −659,258−83.5% | Reduced |
| Marex Group plc | 130,450 | $35.7M | 0.81% | +130,450 | New |
| Kingsview Wealth Management, LLC | 131,225 | $35.9M | 0.76% | +15,517+13.4% | Added |
| Assetmark, Inc | 131,337 | $35.9M | 0.10% | +14,551+12.5% | Added |
| Suncoast Equity Management | 131,823 | $36.1M | 4.11% | −8,542−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 131,946 | $36.1M | 0.12% | +268+0.2% | Added |
| Distillate Capital Partners LLC | 132,242 | $36.2M | 1.81% | +1,331+1.0% | Added |
| Hyperion Asset Management Ltd | 132,481 | $36.3M | 1.39% | −18,117−12.0% | Reduced |
| AE Wealth Management LLC | 133,288 | $36.5M | 0.33% | −17,502−11.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 133,628 | $36.6M | 0.08% | +2,616+2.0% | Added |
| Aureus Asset Management, LLC | 134,376 | $36.8M | 2.41% | −1,182−0.9% | Reduced |
| Jane Street Group, LLC | 134,683 | $36.9M | 0.06% | −1,305,199−90.6% | Reduced |
| Regions Financial Corp | 140,092 | $38.3M | 0.28% | +2,115+1.5% | Added |
| Becker Capital Management Inc | 140,207 | $38.4M | 1.25% | −516−0.4% | Reduced |
| Guinness Asset Management LTD | 140,422 | $38.4M | 0.73% | −2,454−1.7% | Reduced |
| New York Life Investment Management LLC | 143,890 | $39.4M | 0.38% | −2,400−1.6% | Reduced |
| WestEnd Advisors, LLC | 147,055 | $40.3M | 0.99% | −174−0.1% | Reduced |
| Cresset Asset Management, LLC | 148,053 | $40.6M | 0.16% | +2,036+1.4% | Added |
| Scotia Capital Inc. | 148,270 | $40.6M | 0.22% | −13,355−8.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 148,417 | $40.6M | 0.40% | +23,173+18.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 148,417 | $40.6M | 0.40% | +148,417 | New |
| CapitalatWork S.A. | 148,969 | $40.8M | 1.39% | +51,019+52.1% | Added |
| Fairview Capital Investment Management, LLC | 150,365 | $41.2M | 2.23% | +54,766+57.3% | Added |
| Brown Advisory Inc | 150,982 | $41.3M | 0.05% | −2,811−1.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 151,419 | $41.4M | 0.98% | +16,754+12.4% | Added |
| USS Investment Management Ltd | 151,544 | $41.5M | 0.30% | −1,564−1.0% | Reduced |
| MML Investors Services, LLC | 154,793 | $42.4M | 0.15% | +9,229+6.3% | Added |
| Utah Retirement Systems | 155,132 | $42.5M | 0.48% | +700+0.5% | Added |
| Quilter Plc | 155,396 | $42.5M | 0.87% | −5,687−3.5% | Reduced |
| Pinnacle Financial Partners Inc | 155,408 | $42.5M | 0.85% | +565+0.4% | Added |
| Mercer Global Advisors Inc | 157,314 | $42.7M | 0.10% | −12,792−7.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 156,404 | $42.8M | 0.85% | +156,404 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 157,555 | $43.1M | 0.44% | +157,555 | New |
| Millennium Management LLC | 158,851 | $43.5M | 0.04% | −131,844−45.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 159,048 | $43.5M | 0.17% | −68,214−30.0% | Reduced |
| La Banque Postale Asset Management SA | 160,789 | $44.0M | 0.66% | +103,769+182.0% | Added |
| Banco Santander, S.A. | 161,677 | $44.3M | 0.52% | −24,935−13.4% | Reduced |
| SG Americas Securities, LLC | 161,865 | $44.3M | 0.17% | −70,786−30.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 167,401 | $45.8M | 1.83% | −29,505−15.0% | Reduced |
| QRG Capital Management, Inc. | 167,945 | $46.0M | 0.50% | −14,609−8.0% | Reduced |
| J. Stern & Co. LLP | 168,275 | $46.1M | 4.91% | +8,426+5.3% | Added |
| Financial Counselors Inc | 169,323 | $46.3M | 0.69% | +4,817+2.9% | Added |
| Manning & Napier Advisors LLC | 176,015 | $48.2M | 0.53% | +2,123+1.2% | Added |
| Heritage Investors Management Corp | 176,473 | $48.3M | 1.61% | +7,357+4.4% | Added |
| RMB Capital Management, LLC | 176,522 | $48.3M | 1.10% | −4,357−2.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 176,913 | $48.4M | 0.42% | −29,606−14.3% | Reduced |
| Andra AP-fonden | 177,798 | $48.7M | 0.72% | +29,500+19.9% | Added |
| Sanctuary Advisors, LLC | 143,120 | $48.9M | 0.31% | −12,920−8.3% | Reduced |
| Varma Mutual Pension Insurance Co | 170,628 | $49.7M | 0.39% | +4,147+2.5% | Added |
| Gateway Investment Advisers LLC | 182,081 | $49.8M | 0.55% | −478−0.3% | Reduced |
| Kinetic Partners Management, LP | 183,260 | $50.2M | 3.48% | −129,200−41.3% | Reduced |
| Meitav Dash Investments Ltd | 185,517 | $50.7M | 0.85% | −16,628−8.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 185,164 | $50.8M | 1.42% | +9,097+5.2% | Added |
| Swiss Life Asset Management Ltd | 186,704 | $51.1M | 0.58% | +26,967+16.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 189,632 | $51.4M | 0.23% | +260+0.1% | Added |
| Erste Asset Management GmbH | 187,119 | $51.6M | 0.62% | −461−0.2% | Reduced |
| Summitry LLC | 189,418 | $51.8M | 2.48% | +2,189+1.2% | Added |
| Motley Fool Wealth Management, LLC | 191,394 | $52.4M | 2.63% | −9,447−4.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 192,368 | $52.7M | 0.04% | −539,158−73.7% | Reduced |
| M&T Bank Corp | 193,314 | $52.9M | 0.17% | +10,084+5.5% | Added |
| Federation des caisses Desjardins du Quebec | 196,419 | $53.8M | 0.27% | +13,128+7.2% | Added |
| Toroso Investments, LLC | 196,584 | $53.8M | 0.59% | +53,739+37.6% | Added |
| Mogy Joel R Investment Counsel Inc | 196,896 | $53.9M | 3.30% | +1,074+0.5% | Added |
| Nisa Investment Advisors, LLC | 197,057 | $54.0M | 0.32% | −1,071−0.5% | Reduced |
| Czech National Bank | 197,395 | $54.0M | 0.54% | +12,314+6.7% | Added |
| Pictet & Cie (Europe) SA | 197,475 | $54.1M | 1.28% | −39,678−16.7% | Reduced |
| Windward Capital Management Co | 197,869 | $54.2M | 4.13% | −205−0.1% | Reduced |
| IFM Investors Pty Ltd | 200,154 | $54.8M | 0.53% | −227−0.1% | Reduced |
| Janney Montgomery Scott LLC | 200,494 | $54.9M | 0.15% | −17,977−8.2% | Reduced |
| Employees Provident Fund Board | 201,150 | $55.1M | 0.75% | +52,033+34.9% | Added |
| CIBC World Markets Inc. | 202,474 | $55.4M | 0.12% | −19,774−8.9% | Reduced |
| Intech Investment Management LLC | 202,557 | $55.4M | 0.62% | +483+0.2% | Added |
| Mar Vista Investment Partners LLC | 203,372 | $55.7M | 3.55% | −70,293−25.7% | Reduced |
| Jones Financial Companies LLLP | 202,040 | $55.7M | 0.06% | +74,817+58.8% | Added |
| Xponance, Inc. | 205,290 | $56.2M | 0.54% | −1,971−1.0% | Reduced |
| Balyasny Asset Management LLC | 209,025 | $57.2M | 0.15% | +158,049+310.0% | Added |
| Amalgamated Bank | 209,077 | $57.2M | 0.47% | +4,641+2.3% | Added |
| Retirement Systems of Alabama | 210,927 | $57.7M | 0.22% | −3,322−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 210,942 | $57.7M | 0.36% | −2,394−1.1% | Reduced |
| NewEdge Wealth, LLC | 210,974 | $57.7M | 1.04% | +120,372+132.9% | Added |
| Tocqueville Asset Management L.P. | 212,602 | $58.2M | 0.91% | +4,405+2.1% | Added |
| E. Ohman J:or Asset Management AB | 215,200 | $58.9M | 1.46% | −2,680−1.2% | Reduced |
| Henshaw Capital LLC | 216,400 | $59.2M | 2.48% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 216,872 | $59.4M | 0.27% | +23,365+12.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 219,958 | $60.1M | 0.60% | +15,792+7.7% | Added |
| Signature Estate & Investment Advisors LLC | 220,843 | $60.4M | 1.39% | +31,099+16.4% | Added |
| Oribel Capital Management, LP | 222,600 | $60.9M | 6.65% | +222,600 | New |
| Comerica Bank | 222,730 | $61.0M | 0.24% | −7,621−3.3% | Reduced |