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, 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
- 2,657
- +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
- 1,014 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 | 2,492 | $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, 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 |
|---|---|---|---|---|---|
| Milestone Resources Group Ltd | 324,479 | $88.8M | 3.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 323,043 | $88.4M | 0.17% | −3,035−0.9% | Reduced |
| Employees Retirement System of Texas | 322,000 | $88.1M | 0.76% | 00.0% | Unchanged |
| Alua Capital Management LP | 321,955 | $88.1M | 5.96% | −108,900−25.3% | Reduced |
| Commonwealth Equity Services, LLC | 317,898 | $87.0M | 0.13% | −2,443−0.8% | Reduced |
| Riverbridge Partners LLC | 313,231 | $85.7M | 1.15% | −4,664−1.5% | Reduced |
| Mariner, LLC | 306,287 | $83.9M | 0.15% | −10,849−3.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 304,900 | $83.6M | 0.48% | −4,701−1.5% | Reduced |
| Locust Wood Capital Advisers, LLC | 303,526 | $83.1M | 2.91% | +21,546+7.6% | Added |
| Cetera Investment Advisers | 303,107 | $83.0M | 0.18% | +5,547+1.9% | Added |
| ING Groep NV | 303,059 | $83.0M | 0.48% | −549,611−64.5% | Reduced |
| Congress Asset Management Co | 300,242 | $82.2M | 0.56% | +35,320+13.3% | Added |
| Southpoint Capital Advisors LP | 300,000 | $82.1M | 1.95% | +300,000 | New |
| Crestwood Advisors Group LLC | 294,260 | $80.5M | 1.54% | +826+0.3% | Added |
| Mackenzie Financial Corp | 292,570 | $80.1M | 0.11% | +62,299+27.1% | Added |
| Kempen Capital Management N.V. | 290,992 | $79.6M | 0.81% | +3,033+1.1% | Added |
| MetLife Investment Management | 287,637 | $78.7M | 0.45% | −7,714−2.6% | Reduced |
| ProShare Advisors LLC | 285,820 | $78.2M | 0.19% | −10,511−3.5% | Reduced |
| Nicholas Company, Inc. | 284,495 | $77.9M | 1.27% | 00.0% | Unchanged |
| Arizona State Retirement System | 277,836 | $76.0M | 0.48% | −3,372−1.2% | Reduced |
| Morningstar Investment Services LLC | 272,867 | $75.5M | 0.77% | +62,734+29.9% | Added |
| Forsta Ap-Fonden | 274,447 | $75.1M | 0.58% | +23,800+9.5% | Added |
| Bridgewater Associates, LP | 270,414 | $74.0M | 0.42% | −12,858−4.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 269,862 | $73.9M | 1.44% | −711−0.3% | Reduced |
| Zurich Insurance Group Ltd | 266,571 | $73.0M | 0.62% | +24,747+10.2% | Added |
| Mediolanum International Funds Ltd | 263,740 | $72.8M | 1.02% | +23,710+9.9% | Added |
| State of Michigan Retirement System | 263,943 | $72.2M | 0.36% | −2,100−0.8% | Reduced |
| Corebridge Financial, Inc. | 262,597 | $71.9M | 0.38% | −9,161−3.4% | Reduced |
| Vontobel Holding Ltd. | 253,427 | $69.4M | 0.22% | −2,797−1.1% | Reduced |
| Chicago Capital, LLC | 251,995 | $69.0M | 1.92% | −7,361−2.8% | Reduced |
| ABN AMRO Bank N.V. | 249,191 | $67.7M | 0.93% | +12,582+5.3% | Added |
| Commerce Bank | 247,047 | $67.6M | 0.41% | −4,102−1.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 246,191 | $67.5M | 0.97% | +9,548+4.0% | Added |
| Capital Group Private Client Services, Inc. | 246,374 | $67.4M | 0.64% | −8,769−3.4% | Reduced |
| Calamos Advisors LLC | 245,826 | $67.3M | 0.32% | −66,235−21.2% | Reduced |
| King Luther Capital Management Corp | 245,503 | $67.2M | 0.29% | −14,220−5.5% | Reduced |
| Mairs & Power Inc | 242,964 | $66.5M | 0.63% | −13,595−5.3% | Reduced |
| Gilder Gagnon Howe & Co LLC | 242,763 | $66.4M | 0.79% | +229,728+1,762.4% | Added |
| Glenmede Trust Co NA | 242,522 | $66.4M | 0.32% | −62,051−20.4% | Reduced |
| Man Group plc | 241,337 | $66.1M | 0.19% | −27,754−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 240,741 | $65.9M | 0.15% | +7,737+3.3% | Added |
| Catalytic Wealth RIA, LLC | 240,497 | $65.8M | 11.50% | −966−0.4% | Reduced |
| Renaissance Technologies LLC | 240,288 | $65.8M | 0.10% | +240,288 | New |
| The PNC Financial Services Group, Inc. | 238,067 | $65.2M | 0.04% | +16,724+7.6% | Added |
| Ami Asset Management Corp | 235,514 | $64.5M | 3.49% | −3,974−1.7% | Reduced |
| Creative Planning | 233,743 | $64.0M | 0.06% | +17,350+8.0% | Added |
| Compagnie Lombard Odier SCmA | 233,395 | $63.9M | 0.99% | −3,149−1.3% | Reduced |
| Fifth Third Bancorp | 230,979 | $63.2M | 0.23% | +3,149+1.4% | Added |
| CIBC Asset Management Inc | 228,581 | $62.6M | 0.20% | +5,456+2.4% | Added |
| Capital International Inc | 228,516 | $62.5M | 0.79% | +7,223+3.3% | Added |
| Nellore Capital Management LLC | 228,439 | $62.5M | 8.52% | −30,000−11.6% | Reduced |
| Teacher Retirement System of Texas | 228,116 | $62.4M | 0.30% | −110,024−32.5% | Reduced |
| Whale Rock Capital Management LLC | 226,765 | $62.1M | 0.87% | +226,765 | New |
| Petrus Trust Company, LTA | 226,053 | $61.9M | 6.03% | −9,747−4.1% | Reduced |
| British Columbia Investment Management Corp | 225,367 | $61.7M | 0.37% | +39,578+21.3% | Added |
| Pinebridge Investments, L.P. | 223,319 | $61.1M | 0.46% | −8,794−3.8% | Reduced |
| Comerica Bank | 222,730 | $61.0M | 0.24% | −7,621−3.3% | Reduced |
| Oribel Capital Management, LP | 222,600 | $60.9M | 6.65% | +222,600 | New |
| Signature Estate & Investment Advisors LLC | 220,843 | $60.4M | 1.39% | +31,099+16.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 219,958 | $60.1M | 0.60% | +15,792+7.7% | Added |
| Daiwa Securities Group Inc. | 216,872 | $59.4M | 0.27% | +23,365+12.1% | Added |
| Henshaw Capital LLC | 216,400 | $59.2M | 2.48% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 215,200 | $58.9M | 1.46% | −2,680−1.2% | Reduced |
| Tocqueville Asset Management L.P. | 212,602 | $58.2M | 0.91% | +4,405+2.1% | Added |
| NewEdge Wealth, LLC | 210,974 | $57.7M | 1.04% | +120,372+132.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 210,942 | $57.7M | 0.36% | −2,394−1.1% | Reduced |
| Retirement Systems of Alabama | 210,927 | $57.7M | 0.22% | −3,322−1.6% | Reduced |
| Amalgamated Bank | 209,077 | $57.2M | 0.47% | +4,641+2.3% | Added |
| Balyasny Asset Management LLC | 209,025 | $57.2M | 0.15% | +158,049+310.0% | Added |
| Xponance, Inc. | 205,290 | $56.2M | 0.54% | −1,971−1.0% | Reduced |
| Jones Financial Companies LLLP | 202,040 | $55.7M | 0.06% | +74,817+58.8% | Added |
| Mar Vista Investment Partners LLC | 203,372 | $55.7M | 3.55% | −70,293−25.7% | Reduced |
| Intech Investment Management LLC | 202,557 | $55.4M | 0.62% | +483+0.2% | Added |
| CIBC World Markets Inc. | 202,474 | $55.4M | 0.12% | −19,774−8.9% | Reduced |
| Employees Provident Fund Board | 201,150 | $55.1M | 0.75% | +52,033+34.9% | Added |
| Janney Montgomery Scott LLC | 200,494 | $54.9M | 0.15% | −17,977−8.2% | Reduced |
| IFM Investors Pty Ltd | 200,154 | $54.8M | 0.53% | −227−0.1% | Reduced |
| Windward Capital Management Co | 197,869 | $54.2M | 4.13% | −205−0.1% | Reduced |
| Pictet & Cie (Europe) SA | 197,475 | $54.1M | 1.28% | −39,678−16.7% | Reduced |
| Czech National Bank | 197,395 | $54.0M | 0.54% | +12,314+6.7% | Added |
| Nisa Investment Advisors, LLC | 197,057 | $54.0M | 0.32% | −1,071−0.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 196,896 | $53.9M | 3.30% | +1,074+0.5% | Added |
| Toroso Investments, LLC | 196,584 | $53.8M | 0.59% | +53,739+37.6% | Added |
| Federation des caisses Desjardins du Quebec | 196,419 | $53.8M | 0.27% | +13,128+7.2% | Added |
| M&T Bank Corp | 193,314 | $52.9M | 0.17% | +10,084+5.5% | Added |
| Arrowstreet Capital, Limited Partnership | 192,368 | $52.7M | 0.04% | −539,158−73.7% | Reduced |
| Motley Fool Wealth Management, LLC | 191,394 | $52.4M | 2.63% | −9,447−4.7% | Reduced |
| Summitry LLC | 189,418 | $51.8M | 2.48% | +2,189+1.2% | Added |
| Erste Asset Management GmbH | 187,119 | $51.6M | 0.62% | −461−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 189,632 | $51.4M | 0.23% | +260+0.1% | Added |
| Swiss Life Asset Management Ltd | 186,704 | $51.1M | 0.58% | +26,967+16.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 185,164 | $50.8M | 1.42% | +9,097+5.2% | Added |
| Meitav Dash Investments Ltd | 185,517 | $50.7M | 0.85% | −16,628−8.2% | Reduced |
| Kinetic Partners Management, LP | 183,260 | $50.2M | 3.48% | −129,200−41.3% | Reduced |
| Gateway Investment Advisers LLC | 182,081 | $49.8M | 0.55% | −478−0.3% | Reduced |
| Varma Mutual Pension Insurance Co | 170,628 | $49.7M | 0.39% | +4,147+2.5% | Added |
| Sanctuary Advisors, LLC | 143,120 | $48.9M | 0.31% | −12,920−8.3% | Reduced |
| Andra AP-fonden | 177,798 | $48.7M | 0.72% | +29,500+19.9% | Added |
| Teachers Retirement System of the State of Kentucky | 176,913 | $48.4M | 0.42% | −29,606−14.3% | Reduced |
| RMB Capital Management, LLC | 176,522 | $48.3M | 1.10% | −4,357−2.4% | Reduced |