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
Meyer Handelman Co	–	–	–	–	Not filed
Sidoxia Capital Management, LLC	–	–	–	–	Not filed
Key Client Fiduciary Advisors, LLC	–	–	–	–	Not filed
Emprise Bank	–	–	–	–	Not filed
LCM Capital Management Inc	–	–	–	–	Not filed
Financial Engines Advisors L.L.C.	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Keel Point, LLC	–	–	–	–	Not filed
State of Wyoming	–	–	–	–	Not filed
Principal Street Partners, LLC	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Personal Cfo Solutions, LLC	–	–	–	–	Not filed
Blueshift Asset Management, LLC	–	–	–	–	Not filed
Wright Investors Service Inc	–	–	–	–	Not filed
Dudley Capital Management, LLC	–	–	–	–	Not filed
Portland Investment Counsel Inc.	–	–	–	–	Not filed
Compass Ion Advisors, LLC	–	–	–	–	Not filed
Dearborn Partners LLC	–	–	–	–	Not filed
Red Reef Advisors LLC	–	–	–	–	Not filed
Forefront Wealth Partners, LLC	–	–	–	–	Not filed
Crescent Sterling, Ltd.	–	–	–	–	Not filed
Advyzon Investment Management, LLC	–	–	–	–	Not filed
Interchange Capital Partners, LLC	–	–	–	–	Not filed
Strategic Advisors LLC	–	–	–	–	Not filed
Act Wealth Management, LLC	–	–	–	–	Not filed
Dumont & Blake Investment Advisors LLC	–	–	–	–	Not filed
Perpetual Ltd	–	–	–	–	Not filed
Farmers National Bank	–	–	–	–	Not filed
Mitchell McLeod Pugh & Williams Inc	–	–	–	–	Not filed
Claro Advisors LLC	–	–	–	–	Not filed
Kennebec Savings Bank	–	–	–	–	Not filed
Diversified Enterprises, LLC	–	–	–	–	Not filed
Bank Ozk	–	–	–	–	Not filed
Southeast Asset Advisors Inc.	–	–	–	–	Not filed
Howland Capital Management LLC	–	–	–	–	Not filed
Carson Advisory Inc.	–	–	–	–	Not filed
Alpha Family Trust	–	–	–	–	Not filed
Quintet Private Bank (Europe) S.A.	–	–	–	–	Not filed
Community Bank & Trust, Waco, Texas	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Alta Advisers Ltd	–	–	–	–	Not filed
Annex Advisory Services, LLC	–	–	–	–	Not filed
Copeland Capital Management, LLC	–	–	–	–	Not filed
BigSur Wealth Management LLC	–	–	–	–	Not filed
Concentrum Wealth Management	–	–	–	–	Not filed
Stonebridge Financial Group, LLC	–	–	–	–	Not filed
B&L Asset Management LLC	–	–	–	–	Not filed
Essex Savings Bank	–	–	–	–	Not filed
Paces Ferry Wealth Advisors, LLC	–	–	–	–	Not filed
Rehmann Capital Advisory Group	–	–	–	–	Not filed
Valmark Advisers, Inc.	–	–	–	–	Not filed
LOM Asset Management Ltd	–	–	–	–	Not filed
Turtle Creek Wealth Advisors, LLC	–	–	–	–	Not filed
T. Rowe Price Investment Management, Inc.	–	–	–	–	Not filed
White Pine Capital LLC	–	–	–	–	Not filed
BankPlus Trust Department	–	–	–	–	Not filed
Unify Financial Advisors	–	–	–	–	Not filed
Simplicity Wealth,LLC	–	–	–	–	Not filed
Wallace Advisory Group, LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Nwam LLC	–	–	–	–	Not filed
Watershed Asset Management, L.L.C.	–	–	–	–	Not filed
Sage Private Wealth Group, LLC	–	–	–	–	Not filed
Aviso Wealth Management	–	–	–	–	Not filed
Moss Adams Wealth Advisors LLC	–	–	–	–	Not filed
Breakwater Capital Group	–	–	–	–	Not filed
Net Worth Advisory Group	–	–	–	–	Not filed
Asset Dedication, LLC	–	–	–	–	Not filed
Prota Financial, LLC	–	–	–	–	Not filed
Orion Capital Management LLC	–	–	–	–	Not filed
denkapparat Operations GmbH	–	–	–	–	Not filed
Benchmark Investment Advisors LLC	–	–	–	–	Not filed
Sky Investment Group LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Defiance ETFs, LLC	–	–	–	–	Not filed
Aries Wealth Management	–	–	–	–	Not filed
Cornerstone National Bank & Trust Co	–	–	–	–	Not filed
Cypress Wealth Services, LLC	–	–	–	–	Not filed
Visionary Wealth Advisors	–	–	–	–	Not filed
FLC Capital Advisors	–	–	–	–	Not filed
Semus Wealth Partners LLC	–	–	–	–	Not filed
Burford Brothers, Inc.	–	–	–	–	Not filed
Everest Management Corp.	–	–	–	–	Not filed
Crumly & Associates Inc.	–	–	–	–	Not filed
Gryphon Financial Partners LLC	–	–	–	–	Not filed
Waldron Private Wealth LLC	–	–	–	–	Not filed
Cullen Investment Group, Ltd.	–	–	–	–	Not filed
Zullo Investment Group, Inc.	–	–	–	–	Not filed
Aso Group Ltd	–	–	–	–	Not filed
YANKCOM Partnership	–	–	–	–	Not filed
First Citizens Bank & Trust Co	–	–	–	–	Not filed
F/M Investments LLC	–	–	–	–	Not filed
Prentice Wealth Management LLC	–	–	–	–	Not filed
Retirement Planning Group	–	–	–	–	Not filed
PDS Planning, Inc	–	–	–	–	Not filed
Oxler Private Wealth LLC	–	–	–	–	Not filed
Aspire Growth Partners LLC	–	–	–	–	Not filed
3Chopt Investment Partners, LLC	–	–	–	–	Not filed
Inscription Capital, LLC	–	–	–	–	Not filed