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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 176,473 | $48.3M | 1.61% | +7,357+4.4% | Added |
| Manning & Napier Advisors LLC | 176,015 | $48.2M | 0.53% | +2,123+1.2% | Added |
| Financial Counselors Inc | 169,323 | $46.3M | 0.69% | +4,817+2.9% | Added |
| J. Stern & Co. LLP | 168,275 | $46.1M | 4.91% | +8,426+5.3% | Added |
| QRG Capital Management, Inc. | 167,945 | $46.0M | 0.50% | −14,609−8.0% | 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 |
| SG Americas Securities, LLC | 161,865 | $44.3M | 0.17% | −70,786−30.4% | Reduced |
| Banco Santander, S.A. | 161,677 | $44.3M | 0.52% | −24,935−13.4% | Reduced |
| La Banque Postale Asset Management SA | 160,789 | $44.0M | 0.66% | +103,769+182.0% | Added |
| Jacobs Levy Equity Management, Inc | 159,048 | $43.5M | 0.17% | −68,214−30.0% | Reduced |
| Millennium Management LLC | 158,851 | $43.5M | 0.04% | −131,844−45.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 157,555 | $43.1M | 0.44% | +157,555 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 156,404 | $42.8M | 0.85% | +156,404 | New |
| Mercer Global Advisors Inc | 157,314 | $42.7M | 0.10% | −12,792−7.5% | Reduced |
| Pinnacle Financial Partners Inc | 155,408 | $42.5M | 0.85% | +565+0.4% | Added |
| Quilter Plc | 155,396 | $42.5M | 0.87% | −5,687−3.5% | Reduced |
| Utah Retirement Systems | 155,132 | $42.5M | 0.48% | +700+0.5% | Added |
| MML Investors Services, LLC | 154,793 | $42.4M | 0.15% | +9,229+6.3% | Added |
| USS Investment Management Ltd | 151,544 | $41.5M | 0.30% | −1,564−1.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 151,419 | $41.4M | 0.98% | +16,754+12.4% | Added |
| Brown Advisory Inc | 150,982 | $41.3M | 0.05% | −2,811−1.8% | Reduced |
| Fairview Capital Investment Management, LLC | 150,365 | $41.2M | 2.23% | +54,766+57.3% | Added |
| CapitalatWork S.A. | 148,969 | $40.8M | 1.39% | +51,019+52.1% | Added |
| 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 |
| Scotia Capital Inc. | 148,270 | $40.6M | 0.22% | −13,355−8.3% | Reduced |
| Cresset Asset Management, LLC | 148,053 | $40.6M | 0.16% | +2,036+1.4% | Added |
| WestEnd Advisors, LLC | 147,055 | $40.3M | 0.99% | −174−0.1% | Reduced |
| New York Life Investment Management LLC | 143,890 | $39.4M | 0.38% | −2,400−1.6% | Reduced |
| Guinness Asset Management LTD | 140,422 | $38.4M | 0.73% | −2,454−1.7% | Reduced |
| Becker Capital Management Inc | 140,207 | $38.4M | 1.25% | −516−0.4% | Reduced |
| Regions Financial Corp | 140,092 | $38.3M | 0.28% | +2,115+1.5% | Added |
| Jane Street Group, LLC | 134,683 | $36.9M | 0.06% | −1,305,199−90.6% | Reduced |
| Aureus Asset Management, LLC | 134,376 | $36.8M | 2.41% | −1,182−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 133,628 | $36.6M | 0.08% | +2,616+2.0% | Added |
| AE Wealth Management LLC | 133,288 | $36.5M | 0.33% | −17,502−11.6% | Reduced |
| Hyperion Asset Management Ltd | 132,481 | $36.3M | 1.39% | −18,117−12.0% | Reduced |
| Distillate Capital Partners LLC | 132,242 | $36.2M | 1.81% | +1,331+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,946 | $36.1M | 0.12% | +268+0.2% | Added |
| Suncoast Equity Management | 131,823 | $36.1M | 4.11% | −8,542−6.1% | Reduced |
| Assetmark, Inc | 131,337 | $35.9M | 0.10% | +14,551+12.5% | Added |
| Kingsview Wealth Management, LLC | 131,225 | $35.9M | 0.76% | +15,517+13.4% | Added |
| Marex Group plc | 130,450 | $35.7M | 0.81% | +130,450 | New |
| Rokos Capital Management LLP | 130,502 | $35.7M | 1.25% | −659,258−83.5% | Reduced |
| Silvant Capital Management LLC | 130,215 | $35.7M | 1.57% | −351−0.3% | Reduced |
| Hollencrest Capital Management | 127,402 | $34.9M | 1.44% | +375+0.3% | Added |
| Kestra Advisory Services, LLC | 126,472 | $34.6M | 0.19% | −8,904−6.6% | Reduced |
| Yousif Capital Management, LLC | 126,075 | $34.5M | 0.37% | −1,672−1.3% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 126,063 | $34.5M | 1.10% | +580.0% | Added |
| NZS Capital, LLC | 123,705 | $33.9M | 1.32% | +16,303+15.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 123,490 | $33.8M | 0.79% | +591+0.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 122,735 | $33.6M | 0.58% | +8,742+7.7% | Added |
| APG Asset Management N.V. | 136,550 | $33.5M | 0.22% | −635,322−82.3% | Reduced |
| Guggenheim Capital LLC | 122,111 | $33.4M | 0.24% | −6,373−5.0% | Reduced |
| MayTech Global Investments, LLC | 121,831 | $33.3M | 4.40% | +18,961+18.4% | Added |
| Allen Investment Management LLC | 121,772 | $33.3M | 0.40% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 121,547 | $33.3M | 0.31% | +2,319+1.9% | Added |
| Park National Corp | 120,850 | $33.1M | 1.16% | +119,250+7,453.1% | Added |
| CTC LLC | 120,844 | $33.1M | 1.52% | +57,971+92.2% | Added |
| Oppenheimer Asset Management Inc. | 120,570 | $33.0M | 0.40% | −88,139−42.2% | Reduced |
| Renaissance Group LLC | 120,229 | $32.9M | 1.35% | +1,796+1.5% | Added |
| Prudential PLC | 119,590 | $32.7M | 0.17% | +22,054+22.6% | Added |
| Mutual of America Capital Management LLC | 119,306 | $32.7M | 0.34% | −3,175−2.6% | Reduced |
| GuoLine Advisory Pte Ltd | 117,890 | $32.3M | 3.29% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 117,824 | $32.2M | 0.16% | −293,386−71.3% | Reduced |
| Group One Trading, L.P. | 117,701 | $32.2M | 1.27% | +38,030+47.7% | Added |
| Vident Advisory, LLC | 116,892 | $32.0M | 0.81% | −8,518−6.8% | Reduced |
| Nissay Asset Management Corp | 116,440 | $31.9M | 0.20% | +2,212+1.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 116,004 | $31.8M | 1.00% | +70,580+155.4% | Added |
| Howard Capital Management Group, LLC | 114,745 | $31.4M | 2.21% | −160.0% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 114,232 | $31.3M | 0.60% | −10,372−8.3% | Reduced |
| Sequoia Financial Advisors, LLC | 114,143 | $31.2M | 0.34% | −2,998−2.6% | Reduced |
| State of Alaska, Department of Revenue | 112,565 | $30.8M | 0.33% | +6,925+6.6% | Added |
| Pathstone Holdings, LLC | 110,218 | $30.2M | 0.14% | −340.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 102,853 | $30.0M | 0.27% | +9,414+10.1% | Added |
| Huntington National Bank | 109,497 | $30.0M | 0.22% | −42,136−27.8% | Reduced |
| Lido Advisors, LLC | 108,203 | $29.6M | 0.22% | +11,437+11.8% | Added |
| Whittier Trust Co | 108,057 | $29.6M | 0.40% | +758+0.7% | Added |
| Magellan Asset Management Ltd | 107,509 | $29.4M | 0.29% | +4,881+4.8% | Added |
| Commerzbank Aktiengesellschaft | 107,184 | $29.3M | 0.78% | −162−0.2% | Reduced |
| BNP Paribas | 106,522 | $29.2M | 1.21% | −90,166−45.8% | Reduced |
| United Capital Financial Advisers, LLC | 106,750 | $29.2M | 0.24% | +824+0.8% | Added |
| Worldquant Millennium Advisors LLC | 106,392 | $29.1M | 0.21% | −135,094−55.9% | Reduced |
| Chilton Capital Management LLC | 103,616 | $28.4M | 1.18% | +6,515+6.7% | Added |
| EP Wealth Advisors, LLC | 102,393 | $28.0M | 0.24% | +72,362+241.0% | Added |
| TCTC Holdings, LLC | 102,350 | $28.0M | 0.95% | +397+0.4% | Added |
| NS Partners Ltd | 101,716 | $27.8M | 1.17% | +2,434+2.5% | Added |
| Thomasville National Bank | 101,071 | $27.7M | 2.05% | +1,347+1.4% | Added |
| Capital International Sarl | 100,895 | $27.6M | 0.71% | +21,277+26.7% | Added |
| Long Path Partners LP | 100,827 | $27.6M | 8.95% | +23,933+31.1% | Added |
| 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 |
| Alecta Pensionsforsakring, Omsesidigt | 100,000 | $27.4M | 0.15% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 99,832 | $27.3M | 0.45% | +12,712+14.6% | Added |
| Greenleaf Trust | 99,803 | $27.3M | 0.24% | +805+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 99,166 | $27.1M | 0.82% | +1,748+1.8% | Added |
| Tokio Marine Asset Management Co Ltd | 98,836 | $27.1M | 1.19% | +1,072+1.1% | Added |
| Stephens Inc | 98,002 | $26.8M | 0.38% | −9,337−8.7% | Reduced |
| Temasek Holdings (Private) Ltd | 96,328 | $26.4M | 0.11% | −42,677−30.7% | Reduced |
| Taurus Asset Management, LLC | 95,988 | $26.3M | 2.56% | −2,800−2.8% | Reduced |