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: 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	2,492	$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
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
Wealthspire Advisors, LLC	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Blue Zone Wealth Advisors, LLC	–	–	–	–	Not filed
Capital Group Private Client Services, Inc.	–	–	–	–	Not filed
Tocqueville Asset Management L.P.	–	–	–	–	Not filed
Rosenblum Silverman Sutton S F Inc	–	–	–	–	Not filed
Level Four Advisory Services, LLC	–	–	–	–	Not filed
Clean Yield Group	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Daymark Wealth Partners, LLC	–	–	–	–	Not filed
Easterly Investment Partners LLC	–	–	–	–	Not filed
Peak Asset Management, LLC	–	–	–	–	Not filed
RNC Capital Management LLC	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Taikang Asset Management (Hong Kong) Co Ltd	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
Flputnam Investment Management Co	–	–	–	–	Not filed
Sompo Asset Management Co., Ltd.	–	–	–	–	Not filed
Ardsley Advisory Partners LP	–	–	–	–	Not filed
PKO BP BANKOWY Universal Pension Society JSC	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Philadelphia Trust Co	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Thompson Investment Management, Inc.	–	–	–	–	Not filed
Regions Financial Corp	–	–	–	–	Not filed
Oppenheimer & Co Inc	–	–	–	–	Not filed
Harbor Capital Advisors, Inc.	–	–	–	–	Not filed
AG2R la Mondiale Gestion D'Actifs	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
Maxi Investments CY Ltd	–	–	–	–	Not filed
Laird Norton Trust Company, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Catherine Avery Investment Management LLC	–	–	–	–	Not filed
Albion Financial Group	–	–	–	–	Not filed
McRae Capital Management Inc	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Timber Creek Capital Management LLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Meridian Management Co	–	–	–	–	Not filed
Munich Reinsurance Co Stock Corp in Munich	–	–	–	–	Not filed
Empirical Finance, LLC	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Hamilton Point Investment Advisors, LLC	–	–	–	–	Not filed
Tokio Marine Asset Management Co Ltd	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Dai-Ichi Life Insurance Company, Ltd	–	–	–	–	Not filed
Nicolet Bankshares Inc	–	–	–	–	Not filed
Ally Financial Inc.	–	–	–	–	Not filed
Canoe Financial LP	–	–	–	–	Not filed
Niles Investment Management, LLC	–	–	–	–	Not filed
Convergence Investment Partners, LLC	–	–	–	–	Not filed
Venture Visionary Partners LLC	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
TAM Capital Management Inc.	–	–	–	–	Not filed
Quilter Plc	–	–	–	–	Not filed
MUFG Securities EMEA plc	–	–	–	–	Not filed
Kinneret Advisory, LLC	–	–	–	–	Not filed
Occidental Asset Management, LLC	–	–	–	–	Not filed
Bank of Nova Scotia Trust Co	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
Guinness Atkinson Asset Management Inc	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
Argent Trust Co	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
First Nebraska Trust Co	–	–	–	–	Not filed
Wolverine Asset Management LLC	–	–	–	–	Not filed
MASTERINVEST Kapitalanlage GmbH	–	–	–	–	Not filed
Deane Retirement Strategies, Inc.	–	–	–	–	Not filed
Stratos Wealth Partners, LTD.	–	–	–	–	Not filed
Morningstar Investment Management LLC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Caxton Associates LLP	–	–	–	–	Not filed
CMH Wealth Management LLC	–	–	–	–	Not filed
McGinn Investment Management, Inc.	–	–	–	–	Not filed
LMR Partners LLP	–	–	–	–	Not filed
Intact Investment Management Inc.	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
CMT Capital Markets Trading GmbH	–	–	–	–	Not filed
Moran Wealth Management, LLC	–	–	–	–	Not filed
Hudson Capital Management LLC	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
FourThought Financial Partners, LLC	–	–	–	–	Not filed
WoodTrust Financial Corp	–	–	–	–	Not filed
Ruffer LLP	–	–	–	–	Not filed
Virtu Financial LLC	–	–	–	–	Not filed
Beaumont Financial Advisors, LLC	–	–	–	–	Not filed
Busey Wealth Management	–	–	–	–	Not filed
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	–	–	–	–	Not filed
Wesbanco Bank Inc	–	–	–	–	Not filed