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, Q4 2024
Institutional positions in Salesforce, Inc. as of Dec 31, 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
- 3,110
- +505 vs. Q3 2024
- Shares held
- 775.1M
- +15.0M (+2.0%) vs. Q3 2024
- Total value
- $258.7B
- +$50.7B (+24.4%) vs. Q3 2024
- New holders
- 592
- 1,198 more added
- Sold out
- 87
- 1,029 more reduced
52 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| STRS Ohio | 346,206 | $115.7M | 0.46% | −20,956−5.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 314,687 | $114.8M | 0.35% | −4,908−1.5% | Reduced |
| Soma Equity Partners LP | 335,902 | $112.3M | 6.21% | −14,329−4.1% | Reduced |
| Actiam N.V. | 334,579 | $111.9M | 1.72% | +334,579 | New |
| Renaissance Technologies LLC | 333,442 | $111.5M | 0.17% | +93,154+38.8% | Added |
| Baird Financial Group, Inc. | 332,485 | $111.2M | 0.21% | +9,442+2.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 319,340 | $110.8M | 0.95% | −4,652−1.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 330,528 | $110.5M | 1.13% | −1,547−0.5% | Reduced |
| Abn Amro Investment Solutions | 328,065 | $109.7M | 2.04% | −166,718−33.7% | Reduced |
| AQR Capital Management LLC | 327,949 | $109.6M | 0.14% | −58,023−15.0% | Reduced |
| Milestone Resources Group Ltd | 324,479 | $108.5M | 3.59% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 322,000 | $107.7M | 0.92% | 00.0% | Unchanged |
| Alua Capital Management LP | 321,955 | $107.6M | 6.69% | 00.0% | Unchanged |
| Ieq Capital, LLC | 320,859 | $107.3M | 1.04% | −57,270−15.1% | Reduced |
| Commonwealth Equity Services, LLC | 320,815 | $107.3M | 0.16% | +2,917+0.9% | Added |
| Congress Asset Management Co | 316,677 | $105.9M | 0.72% | +16,435+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 315,827 | $105.6M | 0.09% | −56,607−15.2% | Reduced |
| Cetera Investment Advisers | 315,193 | $105.4M | 0.22% | +12,086+4.0% | Added |
| Union Bancaire Privee, UBP SA | 313,960 | $104.2M | 1.84% | +313,960 | New |
| Employees Provident Fund Board | 307,908 | $102.9M | 1.28% | +106,758+53.1% | Added |
| Trivest Advisors Ltd | 307,500 | $102.8M | 4.67% | −52,500−14.6% | Reduced |
| Intermede Investment Partners Ltd | 303,327 | $101.4M | 2.71% | −206,156−40.5% | Reduced |
| Riverbridge Partners LLC | 302,356 | $101.1M | 1.38% | −10,875−3.5% | Reduced |
| ING Groep NV | 300,909 | $100.6M | 0.68% | −2,150−0.7% | Reduced |
| Locust Wood Capital Advisers, LLC | 300,248 | $100.4M | 3.71% | −3,278−1.1% | Reduced |
| Southpoint Capital Advisors LP | 300,000 | $100.3M | 2.35% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 297,472 | $99.5M | 1.87% | +3,212+1.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 297,420 | $99.4M | 1.74% | +141,016+90.2% | Added |
| Calamos Advisors LLC | 296,348 | $99.1M | 0.46% | +50,522+20.6% | Added |
| Novo Holdings A/S | 293,901 | $98.3M | 5.95% | −74,659−20.3% | Reduced |
| CIBC World Markets Corp | 292,237 | $97.7M | 0.57% | −58,897−16.8% | Reduced |
| Intech Investment Management LLC | 287,683 | $96.2M | 0.93% | +85,126+42.0% | Added |
| Man Group plc | 287,635 | $96.2M | 0.29% | +46,298+19.2% | Added |
| Resona Asset Management Co.,Ltd. | 286,787 | $96.1M | 0.57% | −18,113−5.9% | Reduced |
| MetLife Investment Management | 287,036 | $96.0M | 0.52% | −601−0.2% | Reduced |
| Nicholas Company, Inc. | 284,485 | $95.1M | 1.54% | −100.0% | Reduced |
| TCW Group Inc | 282,966 | $94.6M | 0.79% | −281,888−49.9% | Reduced |
| Arizona State Retirement System | 277,637 | $92.8M | 0.57% | −199−0.1% | Reduced |
| Westwood Holdings Group Inc. | 276,962 | $92.6M | 0.71% | −67,497−19.6% | Reduced |
| Altimeter Capital Management, LPSuperinvestorAltimeter Capital | 271,725 | $90.8M | 1.64% | −186,010−40.6% | Reduced |
| Forsta Ap-Fonden | 270,747 | $90.5M | 0.64% | −3,700−1.3% | Reduced |
| Jones Financial Companies LLLP | 262,971 | $87.9M | 0.08% | +60,931+30.2% | Added |
| Commerce Bank | 261,453 | $87.4M | 0.54% | +14,406+5.8% | Added |
| Sequoia Financial Advisors, LLC | 260,293 | $87.0M | 0.84% | +146,150+128.0% | Added |
| State of Michigan Retirement System | 259,443 | $86.7M | 0.45% | −4,500−1.7% | Reduced |
| Corebridge Financial, Inc. | 258,567 | $86.4M | 0.47% | −4,030−1.5% | Reduced |
| Chicago Capital, LLC | 256,477 | $85.7M | 2.27% | +4,482+1.8% | Added |
| King Luther Capital Management Corp | 255,694 | $85.5M | 0.37% | +10,191+4.2% | Added |
| The PNC Financial Services Group, Inc. | 252,426 | $84.4M | 0.06% | +14,359+6.0% | Added |
| Swiss Life Asset Management Ltd | 252,148 | $84.2M | 0.62% | +65,444+35.1% | Added |
| ABN AMRO Bank N.V. | 254,367 | $84.2M | 1.14% | +5,176+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 250,845 | $84.0M | 1.22% | +4,654+1.9% | Added |
| Twin Tree Management, LP | 249,615 | $83.5M | 2.02% | +209,865+528.0% | Added |
| Assenagon Asset Management S.A. | 246,703 | $82.5M | 0.15% | −80,455−24.6% | Reduced |
| Creative Planning | 245,765 | $82.2M | 0.08% | +12,022+5.1% | Added |
| Mediolanum International Funds Ltd | 244,728 | $82.0M | 1.07% | −19,012−7.2% | Reduced |
| Vontobel Holding Ltd. | 244,813 | $81.8M | 0.28% | −8,614−3.4% | Reduced |
| Nishkama Capital, LLC | 244,672 | $81.8M | 13.37% | +235,982+2,715.6% | Added |
| Captrust Financial Advisors | 244,595 | $81.8M | 0.23% | +192,526+369.8% | Added |
| Capital Group Private Client Services, Inc. | 243,667 | $81.5M | 0.75% | −2,707−1.1% | Reduced |
| Erste Asset Management GmbH | 239,200 | $80.8M | 0.99% | +52,081+27.8% | Added |
| Foxhaven Asset Management, LP | 241,450 | $80.7M | 2.16% | +241,450 | New |
| Mairs & Power Inc | 241,391 | $80.7M | 0.78% | −1,573−0.6% | Reduced |
| Glenmede Trust Co NA | 238,827 | $79.8M | 0.41% | −3,695−1.5% | Reduced |
| Fifth Third Bancorp | 238,731 | $79.8M | 0.29% | +7,752+3.4% | Added |
| Gilder Gagnon Howe & Co LLC | 238,358 | $79.7M | 0.86% | −4,405−1.8% | Reduced |
| Walleye Trading LLC | 236,700 | $79.1M | 1.56% | +184,979+357.6% | Added |
| Mariner, LLC | 235,116 | $78.6M | 0.13% | −71,171−23.2% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 233,765 | $78.2M | 1.46% | +119,533+104.6% | Added |
| Advisor Group Holdings, Inc. | 260,906 | $77.5M | 0.17% | +20,165+8.4% | Added |
| La Banque Postale Asset Management SA | 230,287 | $77.0M | 1.04% | +69,498+43.2% | Added |
| Ami Asset Management Corp | 230,050 | $76.9M | 4.10% | −5,464−2.3% | Reduced |
| British Columbia Investment Management Corp | 229,478 | $76.7M | 0.46% | +4,111+1.8% | Added |
| CIBC World Markets Inc. | 228,938 | $76.5M | 0.18% | +26,464+13.1% | Added |
| CIBC Asset Management Inc | 225,597 | $75.4M | 0.25% | −2,984−1.3% | Reduced |
| Berkley W R Corp | 223,800 | $74.8M | 4.23% | +223,800 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 222,306 | $74.4M | 0.78% | +2,348+1.1% | Added |
| Colony Group, LLC | 221,706 | $74.1M | 0.19% | +178,697+415.5% | Added |
| Capital International Inc | 220,152 | $73.6M | 0.87% | −8,364−3.7% | Reduced |
| Janney Montgomery Scott LLC | 217,341 | $72.7M | 0.20% | +16,847+8.4% | Added |
| Henshaw Capital LLC | 216,400 | $72.3M | 3.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 214,325 | $71.7M | 1.24% | +3,351+1.6% | Added |
| Compagnie Lombard Odier SCmA | 213,740 | $71.5M | 1.05% | −19,655−8.4% | Reduced |
| Tairen Capital Ltd | 213,500 | $71.4M | 10.49% | +194,500+1,023.7% | Added |
| Catalytic Wealth RIA, LLC | 213,062 | $71.2M | 12.52% | −27,435−11.4% | Reduced |
| Comerica Bank | 211,681 | $70.8M | 0.29% | −11,049−5.0% | Reduced |
| Pinebridge Investments, L.P. | 209,313 | $70.0M | 0.53% | −14,006−6.3% | Reduced |
| Daiwa Securities Group Inc. | 208,416 | $69.7M | 0.31% | −8,456−3.9% | Reduced |
| Nisa Investment Advisors, LLC | 207,451 | $69.4M | 0.27% | +10,394+5.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 207,263 | $69.3M | 0.28% | +17,631+9.3% | Added |
| Czech National Bank | 207,280 | $69.3M | 0.64% | +9,885+5.0% | Added |
| Retirement Systems of Alabama | 206,982 | $69.2M | 0.26% | −3,945−1.9% | Reduced |
| Squarepoint Ops LLC | 206,431 | $69.0M | 0.18% | +180,342+691.3% | Added |
| Amalgamated Bank | 206,100 | $68.9M | 0.57% | −2,977−1.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 205,389 | $68.7M | 1.72% | −15,454−7.0% | Reduced |
| Xponance, Inc. | 203,739 | $68.1M | 0.62% | −1,551−0.8% | Reduced |
| HRT Financial LP | 203,628 | $68.1M | 0.35% | +203,628 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 203,274 | $68.0M | 0.42% | −7,668−3.6% | Reduced |
| Tocqueville Asset Management L.P. | 203,216 | $67.9M | 1.07% | −9,386−4.4% | Reduced |
| E. Ohman J:or Asset Management AB | 199,448 | $66.7M | 1.55% | −15,752−7.3% | Reduced |