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
Andra AP-fonden	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Vulcan Value Partners, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
Capitolis Liquid Global Markets LLC	–	–	–	–	Not filed
Penn Davis McFarland Inc	–	–	–	–	Not filed
CSM Advisors, LLC	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Capital International Sarl	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Varma Mutual Pension Insurance Co	–	–	–	–	Not filed
Guggenheim Capital LLC	–	–	–	–	Not filed
Generali Powszechne Towarzystwo Emerytalne	–	–	–	–	Not filed
GDS Wealth Management	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Leith Wheeler Investment Counsel Ltd.	–	–	–	–	Not filed
Cantor Fitzgerald, L. P.	–	–	–	–	Not filed
Compagnie Lombard Odier SCmA	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
PBU - The Pension Fund of Early Childhood & Youth Educators	–	–	–	–	Not filed
Achmea Investment Management B.V.	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Fairview Capital Investment Management, LLC	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Fisher Funds Management LTD	–	–	–	–	Not filed
Rakuten Investment Management, Inc.	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Banco Santander, S.A.	–	–	–	–	Not filed
AIA Group Ltd	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Community Trust & Investment Co	–	–	–	–	Not filed
Macquarie Group Ltd	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Hallmark Capital Management Inc	–	–	–	–	Not filed
Howard Capital Management Group, LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Ilmarinen Mutual Pension Insurance Co	–	–	–	–	Not filed
Thomasville National Bank	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Mediolanum International Funds Ltd	–	–	–	–	Not filed
Deroy & Devereaux Private Investment Counsel Inc	–	–	–	–	Not filed
Illinois Municipal Retirement Fund	–	–	–	–	Not filed
New York Life Investment Management LLC	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Utah Retirement Systems	–	–	–	–	Not filed
Dundas Partners LLP	–	–	–	–	Not filed
British Columbia Investment Management Corp	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Prudential PLC	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Meridiem Capital Partners LP	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
TCTC Holdings, LLC	–	–	–	–	Not filed
Kempen Capital Management N.V.	–	–	–	–	Not filed
Aware Super Pty Ltd as trustee of Aware Super	–	–	–	–	Not filed
Kestra Advisory Services, LLC	–	–	–	–	Not filed
Clifford Capital Partners LLC	–	–	–	–	Not filed
Renaissance Group LLC	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Foster Victor Wealth Advisors, LLC	–	–	–	–	Not filed
Capstone Investment Advisors, LLC	–	–	–	–	Not filed
Nissay Asset Management Corp	–	–	–	–	Not filed
ASR Vermogensbeheer N.V.	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Dash Acquisitions Inc.	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Badgley Phelps Wealth Managers, LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Greenleaf Trust	–	–	–	–	Not filed
Beacon Pointe Advisors, LLC	–	–	–	–	Not filed
Barlow Wealth Partners, Inc.	–	–	–	–	Not filed
Canada Post Corp Registered Pension Plan	–	–	–	–	Not filed
B. Metzler seel. Sohn & Co. AG	–	–	–	–	Not filed
Riverbridge Partners LLC	–	–	–	–	Not filed
Mesirow Financial Investment Management, Inc.	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Maytus Capital Management, LLC	–	–	–	–	Not filed
Rule One Partners, LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
Talbot Financial, LLC	–	–	–	–	Not filed
One Capital Management, LLC	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
Crawford Investment Counsel Inc	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Pinnacle Financial Partners, Inc.	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Banque Transatlantique SA	–	–	–	–	Not filed
Heron Bay Capital Management	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed