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
Sterling Capital Management LLC	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Hudson Valley Investment Advisors Inc	–	–	–	–	Not filed
Pinnacle Associates Ltd	–	–	–	–	Not filed
Platform Wealth Management, LLC	–	–	–	–	Not filed
Sit Investment Associates Inc	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Meridian Wealth Management, LLC	–	–	–	–	Not filed
Exane Asset Management	–	–	–	–	Not filed
Vision Capital Management, Inc.	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Chicago Capital, LLC	–	–	–	–	Not filed
Cohen Klingenstein LLC	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
Plimoth Trust Co LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Sand Hill Global Advisors, LLC	–	–	–	–	Not filed
Harvey Capital Management Inc	–	–	–	–	Not filed
Clear Harbor Asset Management, LLC	–	–	–	–	Not filed
Winton Group Ltd	–	–	–	–	Not filed
J. L. Bainbridge & Co., Inc.	–	–	–	–	Not filed
Dana Investment Advisors, Inc.	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
William Blair Investment Management, LLC	–	–	–	–	Not filed
Conning Inc.	–	–	–	–	Not filed
Red Door Wealth Management, LLC	–	–	–	–	Not filed
Torrey Growth & Income Advisors	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Revisor Wealth Management LLC	–	–	–	–	Not filed
Jericho Financial, LLP	–	–	–	–	Not filed
SFMG, LLC	–	–	–	–	Not filed
Worm Capital, LLC	–	–	–	–	Not filed
RBA Wealth Management, LLC	–	–	–	–	Not filed
Third View Private Wealth, LLC	–	–	–	–	Not filed
Everest Financial Group LLC	–	–	–	–	Not filed
Quattro Financial Advisors LLC	–	–	–	–	Not filed
Allen Investment Management LLC	–	–	–	–	Not filed
Kamunting Street Capital Management, L.P.	–	–	–	–	Not filed
Panoramic Capital, LLC	–	–	–	–	Not filed
Pioneer Trust Bank N A	–	–	–	–	Not filed
Marks Group Wealth Management, Inc	–	–	–	–	Not filed
St Germain D J Co Inc	–	–	–	–	Not filed
Evercore Wealth Management, LLC	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
Global X Japan Co., Ltd.	–	–	–	–	Not filed
First Interstate Bank	–	–	–	–	Not filed
Spinnaker Trust	–	–	–	–	Not filed
Sender Co & Partners, Inc.	–	–	–	–	Not filed
Shufro Rose & Co LLC	–	–	–	–	Not filed
Van Strum & Towne Inc.	–	–	–	–	Not filed
Kingsview Wealth Management, LLC	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Quadrant Private Wealth Management, LLC	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Lee Danner & Bass Inc	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
German American Bancorp, Inc.	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Cohen Capital Management, Inc.	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Resonant Capital Advisors, LLC	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Glassy Mountain Advisors, Inc.	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Independent Financial Group, LLC	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Legato Capital Management LLC	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
St. Louis Financial Planners Asset Management, LLC	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
Encore Global Management, LP	–	–	–	–	Not filed
Marion Wealth Management	–	–	–	–	Not filed
Glenview Trust Co	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
Infusive Asset Management Inc.	–	–	–	–	Not filed
E Fund Management Co., Ltd.	–	–	–	–	Not filed
Inspire Trust Co, N.A.	–	–	–	–	Not filed
Independent Advisor Alliance	–	–	–	–	Not filed
Graphene Investments SAS	–	–	–	–	Not filed
Linden Thomas Advisory Services, LLC	–	–	–	–	Not filed
Dynamic Advisor Solutions LLC	–	–	–	–	Not filed
Modera Wealth Management, LLC	–	–	–	–	Not filed
Laurion Capital Management LP	–	–	–	–	Not filed
Marathon Wealth Advisors LLC	–	–	–	–	Not filed
McMillan Office, Inc.	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Y.D. More Investments Ltd	–	–	–	–	Not filed
Hussman Strategic Advisors, Inc.	–	–	–	–	Not filed
SP Asset Management LLC	–	–	–	–	Not filed
Selective Wealth Management, Inc.	–	–	–	–	Not filed
AlphaCore Capital LLC	–	–	–	–	Not filed
RD Finance Ltd	–	–	–	–	Not filed
Charter Trust Co	–	–	–	–	Not filed