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: 27; +2 vs. Q2 2026
Shares held: 417.1K; +58.2K (+16.2%) vs. Q2 2026
Total value: $95.5M; +$39.3M (+69.8%) vs. Q2 2026
New holders: 3; 7 more added
Sold out: 1; 13 more reduced

2,468 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
PFG Advisors	–	–	–	–	Not filed
Panagora Asset Management Inc	–	–	–	–	Not filed
Plancorp, LLC	–	–	–	–	Not filed
Clare Market Investments LLC	–	–	–	–	Not filed
Lazari Capital Management, Inc.	–	–	–	–	Not filed
Krilogy Financial LLC	–	–	–	–	Not filed
Twin City Private Wealth, LLC	–	–	–	–	Not filed
Belpointe Asset Management LLC	–	–	–	–	Not filed
Geneva Capital Management LLC	–	–	–	–	Not filed
Canopy Partners, LLC	–	–	–	–	Not filed
Options Solutions, LLC	–	–	–	–	Not filed
Field & Main Bank	–	–	–	–	Not filed
Tulsa Wealth Advisors, INC	–	–	–	–	Not filed
Wincap Financial LLC	–	–	–	–	Not filed
Rossmore Private Capital	–	–	–	–	Not filed
Pure Financial Advisors, Inc.	–	–	–	–	Not filed
Fiduciary Financial Group, LLC	–	–	–	–	Not filed
Arbor Trust Wealth Advisors, LLC	–	–	–	–	Not filed
BSW Wealth Partners	–	–	–	–	Not filed
Milestone Asset Management, LLC	–	–	–	–	Not filed
Heritage Wealth Management, Inc.	–	–	–	–	Not filed
TIAA Wealth Investment Management LLC	–	–	–	–	Not filed
Unified Investment Management	–	–	–	–	Not filed
L2 Asset Management, LLC	–	–	–	–	Not filed
Karani Asset Management LLC	–	–	–	–	Not filed
Cornerstone Wealth Group, LLC	–	–	–	–	Not filed
Cypress Advisory Group LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
CTC Alternative Strategies, Ltd.	–	–	–	–	Not filed
Fiduciary Group LLC	–	–	–	–	Not filed
True North Advisors, LLC	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Advus Financial Partners, LLC	–	–	–	–	Not filed
National Philanthropic Trust	–	–	–	–	Not filed
bLong Financial, LLC	–	–	–	–	Not filed
Allred Capital Management, LLC	–	–	–	–	Not filed
Oslo Pensjonsforsikring AS	–	–	–	–	Not filed
Garden State Investment Advisory Services LLC	–	–	–	–	Not filed
Shum Financial Group, Inc.	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Simplify Asset Management Inc.	–	–	–	–	Not filed
Guardian Wealth Advisors, LLC	–	–	–	–	Not filed
Evelyn Partners Group Ltd	–	–	–	–	Not filed
Tempo Wealth, LLC	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
KRS Capital Management, LLC	–	–	–	–	Not filed
Garde Capital, Inc.	–	–	–	–	Not filed
Richmond Brothers, Inc.	–	–	–	–	Not filed
Fairscale Capital, LLC	–	–	–	–	Not filed
TownSquare Capital, LLC	–	–	–	–	Not filed
Everhart Financial Group, Inc.	–	–	–	–	Not filed
Delaney Capital Management Ltd.	–	–	–	–	Not filed
Delta Financial Advisors LLC	–	–	–	–	Not filed
BIP Wealth, LLC	–	–	–	–	Not filed
Minot DeBlois Advisors LLC	–	–	–	–	Not filed
Navellier & Associates Inc	–	–	–	–	Not filed
Persium Advisors, LLC	–	–	–	–	Not filed
Capital Advisors Inc	–	–	–	–	Not filed
Willow Creek Capital Management, Inc.	–	–	–	–	Not filed
ProVise Management Group, LLC	–	–	–	–	Not filed
Confluence Wealth Services, Inc.	–	–	–	–	Not filed
Acorn Financial Advisory Services Inc	–	–	–	–	Not filed
Probity Advisors, Inc.	–	–	–	–	Not filed
Heritage Trust Co	–	–	–	–	Not filed
Cidel Asset Management Inc	–	–	–	–	Not filed
Hikari Tsushin, Inc.	–	–	–	–	Not filed
Boston Private Wealth LLC	–	–	–	–	Not filed
Element Pointe Advisors, LLC	–	–	–	–	Not filed
WJ Financial Advisors LLC	–	–	–	–	Not filed
Tred Avon Family Wealth, LLC	–	–	–	–	Not filed
Kampmann Melissa S.	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Itau Unibanco Holding S.A.	–	–	–	–	Not filed
Quotient Wealth Partners, LLC	–	–	–	–	Not filed
PW Nova Financial Services LLC	–	–	–	–	Not filed
Stratos Wealth Advisors, LLC	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
MONECO Advisors, LLC	–	–	–	–	Not filed
Arbor Capital Management Inc	–	–	–	–	Not filed
Fiduciary Family Office, LLC	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Bond & Devick Financial Network, Inc.	–	–	–	–	Not filed
Sagewood Asset Management LP	–	–	–	–	Not filed
Ecofi Investissements SA	–	–	–	–	Not filed
Arista Wealth Management, LLC	–	–	–	–	Not filed
Crux Wealth Advisors	–	–	–	–	Not filed
Brucke Financial, Inc.	–	–	–	–	Not filed
Bridges Investment Management Inc	–	–	–	–	Not filed
Dynamic Technology Lab Private Ltd	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Central Bank & Trust Co	–	–	–	–	Not filed
Ark Wealth Advisors LLC	–	–	–	–	Not filed
Arrowroot Family Office, LLC	–	–	–	–	Not filed
Central Valley Advisors, LLC	–	–	–	–	Not filed
Sargent Investment Group, LLC	–	–	–	–	Not filed
Sierra Capital LLC	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
Berkshire Bank	–	–	–	–	Not filed
Aldebaran Financial Inc.	–	–	–	–	Not filed
Capital Performance Advisors LLP	–	–	–	–	Not filed