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; 2,493 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: 15; +1 vs. Q2 2026
Shares held: 157.5K; +60.7K (+62.7%) vs. Q2 2026
Total value: $35.9M; +$20.7M (+136.7%) vs. Q2 2026
New holders: 2; 5 more added
Sold out: 1; 6 more reduced

2,479 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	2,493	$109.5B
Q1 2026	2,695	$137.9B
Q4 2025	2,958	$201.9B
Q3 2025	2,815	$179.8B
Q2 2025	2,959	$210.0B
Q1 2025	2,955	$209.1B
Q4 2024	3,109	$258.7B
Q3 2024	2,656	$209.1B
Q2 2024	2,629	$198.8B
Q1 2024	2,768	$235.7B
Q4 2023	2,600	$204.8B
Q3 2023	2,293	$155.1B
Q2 2023	2,300	$161.7B
Q1 2023	2,182	$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
Kelly Lawrence W & Associates Inc	–	–	–	–	Not filed
Nilsine Partners, LLC	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
AXS Investments LLC	–	–	–	–	Not filed
Peloton Wealth Strategists	–	–	–	–	Not filed
Parsonex Advisory Services, Inc.	–	–	–	–	Not filed
Fragasso Group Inc.	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Alta Capital Management LLC	–	–	–	–	Not filed
GHP Investment Advisors, Inc.	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
Dover Advisors, LLC	–	–	–	–	Not filed
Next Capital Management LLC	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Norway Savings Bank	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
Shikiar Asset Management Inc	–	–	–	–	Not filed
Williams & Novak, LLC	–	–	–	–	Not filed
United Bank	–	–	–	–	Not filed
JT Stratford LLC	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Eagle Strategies LLC	–	–	–	–	Not filed
Citizens & Northern Corp	–	–	–	–	Not filed
Valicenti Advisory Services Inc	–	–	–	–	Not filed
Diversified Trust Co	–	–	–	–	Not filed
Howard Capital Management Inc.	–	–	–	–	Not filed
RB Capital Management, LLC	–	–	–	–	Not filed
Sculati Wealth Management, LLC	–	–	–	–	Not filed
Harrell Investment Partners, LLC	–	–	–	–	Not filed
Parsons Capital Management Inc	–	–	–	–	Not filed
Icon Advisers Inc	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
Boomfish Wealth Group, LLC	–	–	–	–	Not filed
Moors & Cabot, Inc.	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
Davenport & Co LLC	–	–	–	–	Not filed
CWA Asset Management Group, LLC	–	–	–	–	Not filed
Houlihan Financial Resource Group, Ltd.	–	–	–	–	Not filed
HF Advisory Group, LLC	–	–	–	–	Not filed
Jacobi Capital Management LLC	–	–	–	–	Not filed
Portfolio Design Labs, LLC	–	–	–	–	Not filed
Bradley Foster & Sargent Inc	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
IHT Wealth Management, LLC	–	–	–	–	Not filed
Westside Investment Management, Inc.	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
LFG Wealth Partners, LLC	–	–	–	–	Not filed
Boyar Asset Management Inc.	–	–	–	–	Not filed
Trust Asset Management LLC	–	–	–	–	Not filed
Jamison Private Wealth Management, Inc.	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
Tiaa-Cref Individual & Institutional Services, LLC	–	–	–	–	Not filed
Arta Finance Wealth Management LLC	–	–	–	–	Not filed
Kornitzer Capital Management Inc	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Ahara Advisors LLC	–	–	–	–	Not filed
Stance Capital LLC	–	–	–	–	Not filed
Acumen Wealth Advisors, LLC	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
GPM Growth Investors, Inc.	–	–	–	–	Not filed
Cache Advisors, LLC	–	–	–	–	Not filed
Center for Financial Planning, Inc.	–	–	–	–	Not filed
Roundview Capital LLC	–	–	–	–	Not filed
Cumberland Partners Ltd	–	–	–	–	Not filed
Alight Capital Management LP	–	–	–	–	Not filed
KLCM Advisors, Inc.	–	–	–	–	Not filed
Buckland Partners Management Co LLC	–	–	–	–	Not filed
Northstar Asset Management Inc	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
OMC Financial Services LTD	–	–	–	–	Not filed
First County Bank	–	–	–	–	Not filed
Fulton Bank, N.A.	–	–	–	–	Not filed
Great Lakes Retirement, Inc.	–	–	–	–	Not filed
Hills Bank & Trust Co	–	–	–	–	Not filed
Lazard Freres Gestion S.A.S.	–	–	–	–	Not filed
Compton Wealth Advisory Group, LLC	–	–	–	–	Not filed
Sphera Management Technology Funds Ltd	–	–	–	–	Not filed
Atom Investors LP	–	–	–	–	Not filed
Bangor Savings Bank	–	–	–	–	Not filed
Western Wealth Management, LLC	–	–	–	–	Not filed
Ballast, Inc.	–	–	–	–	Not filed
Frank, Rimerman Advisors LLC	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Savvy Advisors, Inc.	–	–	–	–	Not filed
LifePlan Financial, LLC	–	–	–	–	Not filed
Nixon Peabody Trust Co	–	–	–	–	Not filed
Lyell Wealth Management, LP	–	–	–	–	Not filed
Morangie Management LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Nano Cap New Millennium Growth Fund L P	–	–	–	–	Not filed
IFC Advisors LLC	–	–	–	–	Not filed
Clarkston Capital Partners, LLC	–	–	–	–	Not filed
Valley National Advisers Inc	–	–	–	–	Not filed
Elevated Private Wealth, LLC	–	–	–	–	Not filed
Tejara Capital Ltd	–	–	–	–	Not filed
Fidelis Capital Partners, LLC	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
Moody National Bank Trust Division	–	–	–	–	Not filed
Connable Office Inc	–	–	–	–	Not filed