Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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 2026

Institutional positions in Salesforce, Inc. as of Sep 30, 2026. 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 8; 0 vs. Q2 2026
Shares held: 88.4K; +60.2K (+213.3%) vs. Q2 2026
Total value: $20.0M; +$15.6M (+353.0%) vs. Q2 2026
New holders: 1; 2 more added
Sold out: 1; 4 more reduced

2,484 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding CRM and their total value by quarter
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 2026

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2026.

Institutions holding CRM in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Coastline Trust Co	200	$45.9K	0.00%	−143−41.7%	Reduced
Noble Wealth Management PBC	211	$48.4K	0.02%	00.0%	Unchanged
Hickory Point Bank & Trust	250	$57.4K	0.03%	−100−28.6%	Reduced
Burkett Financial Services, LLC	944	$216.7K	0.07%	+138+17.1%	Added
Montecito Bank & Trust	1,028	$236.0K	0.04%	−730−41.5%	Reduced
Roxbury Financial LLC	3,835	$880.4K	0.68%	−114−2.9%	Reduced
First Financial Bank - Trust Division	17,872	$4.10M	0.30%	+557+3.2%	Added
Cacti Asset Management LLC	64,070	$14.4M	0.76%	+64,070	New
Doliver Advisors, LP	0	$0	0.00%	−3,484−100.0%	Sold out
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Harris Associates L PSuperinvestorHarris Associates (Oakmark)	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Capital Research Global Investors	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Sanders Capital, LLC	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Capital World Investors	–	–	–	–	Not filed
Capital International Investors	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
First Eagle Investment Management, LLC	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Loomis Sayles & Co L P	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
FIL Ltd	–	–	–	–	Not filed
Independent Franchise Partners LLP	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Alyeska Investment Group, L.P.	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
Massachusetts Financial Services Co	–	–	–	–	Not filed
Hotchkis & Wiley Capital Management LLC	–	–	–	–	Not filed
Qube Research & Technologies Ltd	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
ValueAct Holdings, L.P.SuperinvestorValueAct Capital	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Schroder Investment Management Group	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
LSV Asset Management	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Marshall Wace, LLP	–	–	–	–	Not filed
National Pension Service	–	–	–	–	Not filed
Sumitomo Mitsui Trust Holdings, Inc.	–	–	–	–	Not filed
Fernbridge Capital Management LP	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
First Manhattan Co	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Darlington Partners Capital Management, LP	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Sustainable Growth Advisers, LP	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
HRT Financial LP	–	–	–	–	Not filed
Diamond Hill Capital Management Inc	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Standard Life Aberdeen plc	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Jupiter Asset Management Ltd	–	–	–	–	Not filed
Assenagon Asset Management S.A.	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Longview Partners (Guernsey) LTD	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed