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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 196,548 | $66.0M | 1.00% | +196,548 | New |
| Federation des caisses Desjardins du Quebec | 197,008 | $65.9M | 0.34% | +589+0.3% | Added |
| Mogy Joel R Investment Counsel Inc | 196,951 | $65.8M | 3.91% | +550.0% | Added |
| Pictet & Cie (Europe) SA | 196,725 | $65.8M | 1.44% | −750−0.4% | Reduced |
| Kempen Capital Management N.V. | 196,004 | $65.5M | 0.65% | −94,988−32.6% | Reduced |
| Windward Capital Management Co | 195,436 | $65.3M | 5.00% | −2,433−1.2% | Reduced |
| Jupiter Asset Management Ltd | 194,368 | $65.0M | 0.63% | +128,999+197.3% | Added |
| Huntington National Bank | 193,561 | $64.7M | 0.46% | +84,064+76.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 193,289 | $64.6M | 1.16% | −76,573−28.4% | Reduced |
| Mar Vista Investment Partners LLC | 192,479 | $64.4M | 4.41% | −10,893−5.4% | Reduced |
| M&T Bank Corp | 192,452 | $64.3M | 0.22% | −862−0.4% | Reduced |
| Summitry LLC | 188,258 | $62.9M | 3.08% | −1,160−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 183,947 | $61.5M | 1.34% | +183,947 | New |
| Lord, Abbett & Co. LLC | 183,602 | $61.4M | 0.19% | +183,602 | New |
| Sanctuary Advisors, LLC | 178,613 | $61.4M | 0.39% | +35,493+24.8% | Added |
| IFM Investors Pty Ltd | 183,073 | $61.2M | 0.62% | −17,081−8.5% | Reduced |
| QRG Capital Management, Inc. | 181,408 | $60.7M | 0.62% | +13,463+8.0% | Added |
| J. Stern & Co. LLP | 179,884 | $60.1M | 5.66% | +11,609+6.9% | Added |
| Gateway Investment Advisers LLC | 179,840 | $60.1M | 0.67% | −2,241−1.2% | Reduced |
| Motley Fool Wealth Management, LLC | 180,089 | $59.8M | 3.09% | −11,305−5.9% | Reduced |
| Heritage Investors Management Corp | 176,008 | $58.8M | 1.90% | −465−0.3% | Reduced |
| Fisher Funds Management LTD | 176,036 | $58.7M | 1.42% | +176,036 | New |
| Schonfeld Strategic Advisors LLC | 174,951 | $58.5M | 0.37% | +81,053+86.3% | Added |
| Assetmark, Inc | 174,240 | $58.3M | 0.16% | +42,903+32.7% | Added |
| Financial Counselors Inc | 171,762 | $57.4M | 0.84% | +2,439+1.4% | Added |
| MML Investors Services, LLC | 170,816 | $57.1M | 0.20% | +16,023+10.4% | Added |
| Nomura Holdings Inc | 170,519 | $57.0M | 0.30% | +107,980+172.7% | Added |
| Woodline Partners LP | 169,780 | $56.8M | 0.38% | +168,911+19,437.4% | Added |
| Scotia Capital Inc. | 166,795 | $55.8M | 0.29% | +18,525+12.5% | Added |
| Teachers Retirement System of the State of Kentucky | 164,765 | $55.1M | 0.48% | −12,148−6.9% | Reduced |
| Fairview Capital Investment Management, LLC | 164,648 | $55.0M | 2.85% | +14,283+9.5% | Added |
| RMB Capital Management, LLC | 164,624 | $55.0M | 1.27% | −11,898−6.7% | Reduced |
| Ofi Invest Asset Management | 169,835 | $54.8M | 1.29% | +169,835 | New |
| Wealth Enhancement Advisory Services, LLC | 162,357 | $54.3M | 0.10% | +28,729+21.5% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 160,000 | $53.5M | 0.28% | +60,000+60.0% | Added |
| CapitalatWork S.A. | 159,926 | $53.5M | 1.73% | +10,957+7.4% | Added |
| Walleye Capital LLC | 159,687 | $53.4M | 0.51% | +140,369+726.6% | Added |
| Junto Capital Management LP | 157,911 | $52.8M | 1.05% | −214,377−57.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 156,655 | $52.4M | 0.53% | −900−0.6% | Reduced |
| Toroso Investments, LLC | 156,498 | $52.3M | 0.43% | −40,086−20.4% | Reduced |
| Manning & Napier Advisors LLC | 156,400 | $52.3M | 0.60% | −19,615−11.1% | Reduced |
| Varma Mutual Pension Insurance Co | 154,528 | $51.7M | 0.39% | −16,100−9.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 154,328 | $51.6M | 2.01% | −13,073−7.8% | Reduced |
| Utah Retirement Systems | 153,286 | $51.2M | 0.56% | −1,846−1.2% | Reduced |
| Petrus Trust Company, LTA | 152,500 | $51.0M | 4.93% | −73,553−32.5% | Reduced |
| WT Asset Management Ltd | 152,451 | $51.0M | 5.62% | +152,451 | New |
| Two Sigma Advisers, LP | 150,300 | $50.2M | 0.12% | +142,800+1,904.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 150,000 | $50.1M | 0.43% | +50,000+50.0% | Added |
| WestEnd Advisors, LLC | 149,462 | $50.0M | 1.27% | +2,407+1.6% | Added |
| USS Investment Management Ltd | 148,477 | $49.7M | 0.36% | −3,067−2.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 147,211 | $49.3M | 1.41% | −37,953−20.5% | Reduced |
| Brown Advisory Inc | 145,820 | $48.8M | 0.06% | −5,162−3.4% | Reduced |
| Mercer Global Advisors Inc | 144,930 | $48.5M | 0.12% | −12,384−7.9% | Reduced |
| Pinnacle Financial Partners Inc | 156,110 | $48.1M | 0.98% | +702+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 143,216 | $48.1M | 1.52% | +27,212+23.5% | Added |
| Douglas Lane & Associates, LLC | 142,741 | $47.7M | 0.67% | +52,104+57.5% | Added |
| New York Life Investment Management LLC | 141,951 | $47.5M | 0.46% | −1,939−1.3% | Reduced |
| Kinetic Partners Management, LP | 141,260 | $47.2M | 3.11% | −42,000−22.9% | Reduced |
| Quilter Plc | 140,308 | $46.9M | 0.93% | −15,088−9.7% | Reduced |
| AE Wealth Management LLC | 140,284 | $46.9M | 0.40% | +6,996+5.2% | Added |
| Regions Financial Corp | 140,229 | $46.9M | 0.34% | +137+0.1% | Added |
| Banco Santander, S.A. | 139,212 | $46.5M | 0.56% | −22,465−13.9% | Reduced |
| Becker Capital Management Inc | 136,276 | $45.6M | 1.49% | −3,931−2.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 134,444 | $44.9M | 0.44% | +134,444 | New |
| Hyperion Asset Management Ltd | 134,206 | $44.9M | 1.49% | +1,725+1.3% | Added |
| Kingsview Wealth Management, LLC | 134,117 | $44.8M | 0.87% | +2,892+2.2% | Added |
| Trybe Capital Management LP | 133,524 | $44.6M | 12.25% | +133,524 | New |
| Jain Global LLC | 132,912 | $44.4M | 1.33% | +132,912 | New |
| Aquatic Capital Management LLC | 132,465 | $44.3M | 1.20% | +56,065+73.4% | Added |
| Oddo BHF Asset Management SAS | 132,191 | $44.2M | 2.23% | +74,130+127.7% | Added |
| Aureus Asset Management, LLC | 131,738 | $44.0M | 2.85% | −2,638−2.0% | Reduced |
| Keystone Investors Pte Ltd | 131,358 | $43.9M | 3.07% | +131,358 | New |
| Suncoast Equity Management | 130,376 | $43.6M | 4.87% | −1,447−1.1% | Reduced |
| Meitav Dash Investments Ltd | 129,932 | $43.4M | 0.73% | −55,585−30.0% | Reduced |
| Groupe la Francaise | 126,931 | $43.4M | 1.12% | +126,931 | New |
| Antipodes Partners Ltd | 129,327 | $43.2M | 1.50% | +129,327 | New |
| B. Metzler seel. Sohn & Co. AG | 128,085 | $42.8M | 0.44% | −20,332−13.7% | Reduced |
| Hollencrest Capital Management | 127,397 | $42.6M | 1.72% | −50.0% | Reduced |
| MayTech Global Investments, LLC | 127,061 | $42.5M | 5.00% | +5,230+4.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 126,826 | $42.4M | 1.36% | +763+0.6% | Added |
| Guinness Asset Management LTD | 126,554 | $42.3M | 0.80% | −13,868−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 125,570 | $42.0M | 0.37% | +4,023+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 124,082 | $41.5M | 0.14% | −7,864−6.0% | Reduced |
| Oppenheimer Asset Management Inc. | 123,518 | $41.3M | 0.50% | +2,948+2.4% | Added |
| Vident Advisory, LLC | 122,427 | $40.9M | 0.72% | +5,535+4.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 121,964 | $40.8M | 0.95% | −1,526−1.2% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 120,787 | $40.4M | 0.64% | +120,787 | New |
| Prudential PLC | 120,713 | $40.4M | 0.20% | +1,123+0.9% | Added |
| Two Sigma Investments, LP | 120,615 | $40.3M | 0.09% | +109,699+1,004.9% | Added |
| Whittier Trust Co | 119,976 | $40.1M | 0.53% | +11,919+11.0% | Added |
| Silvant Capital Management LLC | 119,108 | $39.8M | 1.65% | −11,107−8.5% | Reduced |
| GuoLine Advisory Pte Ltd | 117,890 | $39.4M | 4.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 117,677 | $39.3M | 0.43% | −8,398−6.7% | Reduced |
| Osterweis Capital Management Inc | 116,734 | $39.0M | 1.82% | +46,998+67.4% | Added |
| O'Shaughnessy Asset Management, LLC | 116,680 | $39.0M | 0.33% | +13,827+13.4% | Added |
| Nissay Asset Management Corp | 114,874 | $38.9M | 0.24% | −1,566−1.3% | Reduced |
| Howard Capital Management Group, LLC | 115,060 | $38.5M | 2.63% | +315+0.3% | Added |
| NS Partners Ltd | 114,877 | $38.4M | 1.59% | +13,161+12.9% | Added |
| Mutual of America Capital Management LLC | 114,511 | $38.3M | 0.41% | −4,795−4.0% | Reduced |
| Bowen Hanes & Co Inc | 114,380 | $38.2M | 1.03% | +114,380 | New |