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
Middleton & Co Inc	–	–	–	–	Not filed
Dakota Wealth Management	–	–	–	–	Not filed
Marco Investment Management LLC	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
1248 Management, LLC	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
Kentucky Retirement Systems	–	–	–	–	Not filed
Stonebridge Capital Advisors LLC	–	–	–	–	Not filed
Parthenon LLC	–	–	–	–	Not filed
Diversify Advisory Services, LLC	–	–	–	–	Not filed
Diversify Wealth Management, LLC	–	–	–	–	Not filed
RPG Investment Advisory, LLC	–	–	–	–	Not filed
W.G. Shaheen & Associates DBA Whitney & Co	–	–	–	–	Not filed
Saudi Central Bank	–	–	–	–	Not filed
Univest Financial Corp	–	–	–	–	Not filed
Norinchukin Bank, The	–	–	–	–	Not filed
Positano Wealth Management Ltd	–	–	–	–	Not filed
Louisbourg Investments Inc.	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Hudson Bay Capital Management LP	–	–	–	–	Not filed
Employees Retirement System of Texas	–	–	–	–	Not filed
Equitable Trust Co	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
Paragon Capital Management Ltd	–	–	–	–	Not filed
CX Institutional	–	–	–	–	Not filed
Veritas Asset Management LLP	–	–	–	–	Not filed
Lockheed Martin Investment Management Co	–	–	–	–	Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Riverview Capital Advisers, LLC	–	–	–	–	Not filed
Nemes Rush Group LLC	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
Altrinsic Global Advisors LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Jasper Ridge Partners, L.P.	–	–	–	–	Not filed
Bragg Financial Advisors, Inc	–	–	–	–	Not filed
TCG Advisory Services, LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Krane Funds Advisors LLC	–	–	–	–	Not filed
Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management	–	–	–	–	Not filed
Oak Associates, Ltd	–	–	–	–	Not filed
Atria Investments LLC	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Mountain Hill Investment Partners Corp.	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
Montaka Global Pty Ltd	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
Westchester Capital Management, Inc.	–	–	–	–	Not filed
Motco	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Jennison Associates LLC	–	–	–	–	Not filed
Bokf, NA	–	–	–	–	Not filed
Lombard Odier Asset Management (Europe) Ltd	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
LaFleur & Godfrey LLC	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Hartford Investment Management Co	–	–	–	–	Not filed
Jacobs & Co	–	–	–	–	Not filed
Boston Common Asset Management, LLC	–	–	–	–	Not filed
Stamos Capital Partners, L.P.	–	–	–	–	Not filed
Campbell & CO Investment Adviser LLC	–	–	–	–	Not filed
Caisse des Depots Et Consignations	–	–	–	–	Not filed
Knightsbridge Asset Management, LLC	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Aptus Capital Advisors, LLC	–	–	–	–	Not filed
River Road Asset Management, LLC	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
Poehling Capital Management, LLC	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
ICICI Prudential Asset Management Co Ltd	–	–	–	–	Not filed
Baker Avenue Asset Management, LP	–	–	–	–	Not filed
LGT Fund Management Co Ltd.	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Ironwood Investment Counsel, LLC	–	–	–	–	Not filed
Fortis Capital Management LLC	–	–	–	–	Not filed
Mandatum Life Insurance Co Ltd	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
EFG International AG	–	–	–	–	Not filed
MMBG Investment Advisors Co.	–	–	–	–	Not filed
Marietta Wealth Management, LLC	–	–	–	–	Not filed
Bank Julius Baer & Co. Ltd, Zurich	–	–	–	–	Not filed
Allstate Corp	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
S-Bank Fund Management Ltd	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
71 West Capital Partners	–	–	–	–	Not filed
Advisory Resource Group	–	–	–	–	Not filed
Groupama Asset Managment	–	–	–	–	Not filed
ABN AMRO Bank N.V.	–	–	–	–	Not filed
WCG Wealth Advisors LLC	–	–	–	–	Not filed
Dnca Finance	–	–	–	–	Not filed