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 |
|---|---|---|---|---|---|
| Pinebridge Investments, L.P. | 223,319 | $61.1M | 0.46% | −8,794−3.8% | Reduced |
| British Columbia Investment Management Corp | 225,367 | $61.7M | 0.37% | +39,578+21.3% | Added |
| Petrus Trust Company, LTA | 226,053 | $61.9M | 6.03% | −9,747−4.1% | Reduced |
| Whale Rock Capital Management LLC | 226,765 | $62.1M | 0.87% | +226,765 | New |
| Teacher Retirement System of Texas | 228,116 | $62.4M | 0.30% | −110,024−32.5% | Reduced |
| Nellore Capital Management LLC | 228,439 | $62.5M | 8.52% | −30,000−11.6% | Reduced |
| Capital International Inc | 228,516 | $62.5M | 0.79% | +7,223+3.3% | Added |
| CIBC Asset Management Inc | 228,581 | $62.6M | 0.20% | +5,456+2.4% | Added |
| Fifth Third Bancorp | 230,979 | $63.2M | 0.23% | +3,149+1.4% | Added |
| Compagnie Lombard Odier SCmA | 233,395 | $63.9M | 0.99% | −3,149−1.3% | Reduced |
| Creative Planning | 233,743 | $64.0M | 0.06% | +17,350+8.0% | Added |
| Ami Asset Management Corp | 235,514 | $64.5M | 3.49% | −3,974−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 238,067 | $65.2M | 0.04% | +16,724+7.6% | Added |
| Renaissance Technologies LLC | 240,288 | $65.8M | 0.10% | +240,288 | New |
| Catalytic Wealth RIA, LLC | 240,497 | $65.8M | 11.50% | −966−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 240,741 | $65.9M | 0.15% | +7,737+3.3% | Added |
| Man Group plc | 241,337 | $66.1M | 0.19% | −27,754−10.3% | Reduced |
| Glenmede Trust Co NA | 242,522 | $66.4M | 0.32% | −62,051−20.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 242,763 | $66.4M | 0.79% | +229,728+1,762.4% | Added |
| Mairs & Power Inc | 242,964 | $66.5M | 0.63% | −13,595−5.3% | Reduced |
| King Luther Capital Management Corp | 245,503 | $67.2M | 0.29% | −14,220−5.5% | Reduced |
| Calamos Advisors LLC | 245,826 | $67.3M | 0.32% | −66,235−21.2% | Reduced |
| Capital Group Private Client Services, Inc. | 246,374 | $67.4M | 0.64% | −8,769−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 246,191 | $67.5M | 0.97% | +9,548+4.0% | Added |
| Commerce Bank | 247,047 | $67.6M | 0.41% | −4,102−1.6% | Reduced |
| ABN AMRO Bank N.V. | 249,191 | $67.7M | 0.93% | +12,582+5.3% | Added |
| Chicago Capital, LLC | 251,995 | $69.0M | 1.92% | −7,361−2.8% | Reduced |
| Vontobel Holding Ltd. | 253,427 | $69.4M | 0.22% | −2,797−1.1% | Reduced |
| Corebridge Financial, Inc. | 262,597 | $71.9M | 0.38% | −9,161−3.4% | Reduced |
| State of Michigan Retirement System | 263,943 | $72.2M | 0.36% | −2,100−0.8% | Reduced |
| Mediolanum International Funds Ltd | 263,740 | $72.8M | 1.02% | +23,710+9.9% | Added |
| Zurich Insurance Group Ltd | 266,571 | $73.0M | 0.62% | +24,747+10.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 269,862 | $73.9M | 1.44% | −711−0.3% | Reduced |
| Bridgewater Associates, LP | 270,414 | $74.0M | 0.42% | −12,858−4.5% | Reduced |
| Forsta Ap-Fonden | 274,447 | $75.1M | 0.58% | +23,800+9.5% | Added |
| Morningstar Investment Services LLC | 272,867 | $75.5M | 0.77% | +62,734+29.9% | Added |
| Arizona State Retirement System | 277,836 | $76.0M | 0.48% | −3,372−1.2% | Reduced |
| Nicholas Company, Inc. | 284,495 | $77.9M | 1.27% | 00.0% | Unchanged |
| ProShare Advisors LLC | 285,820 | $78.2M | 0.19% | −10,511−3.5% | Reduced |
| MetLife Investment Management | 287,637 | $78.7M | 0.45% | −7,714−2.6% | Reduced |
| Kempen Capital Management N.V. | 290,992 | $79.6M | 0.81% | +3,033+1.1% | Added |
| Mackenzie Financial Corp | 292,570 | $80.1M | 0.11% | +62,299+27.1% | Added |
| Crestwood Advisors Group LLC | 294,260 | $80.5M | 1.54% | +826+0.3% | Added |
| Southpoint Capital Advisors LP | 300,000 | $82.1M | 1.95% | +300,000 | New |
| Congress Asset Management Co | 300,242 | $82.2M | 0.56% | +35,320+13.3% | Added |
| ING Groep NV | 303,059 | $83.0M | 0.48% | −549,611−64.5% | Reduced |
| Cetera Investment Advisers | 303,107 | $83.0M | 0.18% | +5,547+1.9% | Added |
| Locust Wood Capital Advisers, LLC | 303,526 | $83.1M | 2.91% | +21,546+7.6% | Added |
| Resona Asset Management Co.,Ltd. | 304,900 | $83.6M | 0.48% | −4,701−1.5% | Reduced |
| Mariner, LLC | 306,287 | $83.9M | 0.15% | −10,849−3.4% | Reduced |
| Riverbridge Partners LLC | 313,231 | $85.7M | 1.15% | −4,664−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 317,898 | $87.0M | 0.13% | −2,443−0.8% | Reduced |
| Alua Capital Management LP | 321,955 | $88.1M | 5.96% | −108,900−25.3% | Reduced |
| Employees Retirement System of Texas | 322,000 | $88.1M | 0.76% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 323,043 | $88.4M | 0.17% | −3,035−0.9% | Reduced |
| Milestone Resources Group Ltd | 324,479 | $88.8M | 3.09% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 327,158 | $89.5M | 0.18% | −55,769−14.6% | Reduced |
| Panagora Asset Management Inc | 329,567 | $90.2M | 0.43% | −288,289−46.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 332,075 | $90.9M | 0.98% | +12,188+3.8% | Added |
| Handelsbanken Fonder AB | 332,455 | $91.0M | 0.36% | +2,701+0.8% | Added |
| Ci Investments Inc. | 339,054 | $92.8M | 0.35% | −47,257−12.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 323,992 | $92.9M | 0.83% | −125,851−28.0% | Reduced |
| Westwood Holdings Group Inc. | 344,459 | $94.3M | 0.40% | −2,097−0.6% | Reduced |
| Soma Equity Partners LP | 350,231 | $95.9M | 5.60% | −50,838−12.7% | Reduced |
| Federated Hermes, Inc. | 350,471 | $95.9M | 0.21% | +17,567+5.3% | Added |
| CIBC World Markets Corp | 351,134 | $96.1M | 0.70% | −59,313−14.5% | Reduced |
| Eminence Capital, LP | 352,856 | $96.6M | 1.47% | −191,836−35.2% | Reduced |
| Rafferty Asset Management, LLC | 357,412 | $97.8M | 0.34% | −11,780−3.2% | Reduced |
| Marshall Wace, LLP | 357,475 | $97.8M | 0.13% | −177,577−33.2% | Reduced |
| State of New Jersey Common Pension Fund D | 357,613 | $97.9M | 0.40% | 00.0% | Unchanged |
| Trivest Advisors Ltd | 360,000 | $98.5M | 5.60% | +360,000 | New |
| HighTower Advisors, LLC | 367,016 | $100.4M | 0.14% | −25,045−6.4% | Reduced |
| STRS Ohio | 367,162 | $100.5M | 0.39% | −5,014−1.3% | Reduced |
| Novo Holdings A/S | 368,560 | $100.9M | 5.01% | −111,600−23.2% | Reduced |
| Junto Capital Management LP | 372,288 | $101.9M | 2.29% | +372,288 | New |
| Northwestern Mutual Wealth Management Co | 372,434 | $101.9M | 0.09% | −21,050−5.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 374,600 | $102.5M | 0.72% | −8,000−2.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 319,595 | $102.7M | 0.35% | −43,342−11.9% | Reduced |
| Empower Advisory Group, LLC | 375,093 | $102.7M | 0.35% | −109,771−22.6% | Reduced |
| Banque Pictet & Cie SA | 375,836 | $102.9M | 1.02% | −32,919−8.1% | Reduced |
| Ieq Capital, LLC | 378,129 | $103.5M | 1.27% | −852−0.2% | Reduced |
| AQR Capital Management LLC | 385,972 | $104.5M | 0.14% | −332,930−46.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 390,304 | $106.8M | 0.49% | +5,795+1.5% | Added |
| State of Tennessee, Treasury Department | 395,211 | $108.2M | 0.38% | −4,187−1.0% | Reduced |
| Truist Financial Corp | 396,438 | $108.5M | 0.17% | −13,813−3.4% | Reduced |
| Kensico Capital Management Corp | 411,900 | $112.7M | 3.00% | −86,500−17.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 414,690 | $113.6M | 0.12% | −9,941−2.3% | Reduced |
| Public Employees Retirement System of Ohio | 422,526 | $115.6M | 0.50% | −3,340−0.8% | Reduced |
| Rathbone Brothers plc | 425,558 | $116.5M | 0.59% | +72,773+20.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 431,492 | $118.1M | 0.29% | +244,420+130.7% | Added |
| Treasurer of the State of North Carolina | 444,320 | $121.6M | 0.49% | −6,477−1.4% | Reduced |
| SEI Investments Co | 457,456 | $125.2M | 0.16% | −260,059−36.2% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 457,735 | $125.3M | 1.86% | +94,145+25.9% | Added |
| Public Sector Pension Investment Board | 461,207 | $126.2M | 0.68% | +4,700+1.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 463,356 | $126.9M | 0.29% | +36,510+8.6% | Added |
| Westfield Capital Management Co LP | 464,634 | $127.2M | 0.57% | −149,107−24.3% | Reduced |
| US Bancorp | 471,685 | $129.1M | 0.17% | −33,352−6.6% | Reduced |
| Mirova US LLC | 472,666 | $129.4M | 1.48% | +472,666 | New |
| CI Private Wealth, LLC | 484,358 | $132.6M | 0.21% | −6,557−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 487,556 | $133.4M | 0.47% | +2,050+0.4% | Added |