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: 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	2,493	$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
Gilliland Jeter Wealth Management LLC	–	–	–	–	Not filed
Generali Investments Towarzystwo Funduszy Inwestycyjnych	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Lafayette Investments, Inc.	–	–	–	–	Not filed
Truffle Hound Capital, LLC	–	–	–	–	Not filed
Twin Capital Management Inc	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Canandaigua National Bank & Trust Co	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Robertson Stephens Wealth Management, LLC	–	–	–	–	Not filed
J.W. Cole Advisors, Inc.	–	–	–	–	Not filed
Bank Hapoalim BM	–	–	–	–	Not filed
Havemeyer Place LP	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Adell Harriman & Carpenter Inc	–	–	–	–	Not filed
Missouri Trust & Investment Co	–	–	–	–	Not filed
Sagespring Wealth Partners, LLC	–	–	–	–	Not filed
Fluent Financial, LLC	–	–	–	–	Not filed
Garrett Investment Advisors LLC	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
TCW Group Inc	–	–	–	–	Not filed
Resources Management Corp	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Laurel Wealth Advisors LLC	–	–	–	–	Not filed
Linscomb & Williams, Inc.	–	–	–	–	Not filed
Convergence Financial, LLC	–	–	–	–	Not filed
Private Wealth Partners, LLC	–	–	–	–	Not filed
GTS Securities LLC	–	–	–	–	Not filed
Ocean Capital Management, LLC	–	–	–	–	Not filed
Blackstone Group Inc.	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Trust Co of Toledo NA	–	–	–	–	Not filed
HBW Advisory Services LLC	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
Glen Eagle Advisors, LLC	–	–	–	–	Not filed
Palumbo Wealth Management LLC	–	–	–	–	Not filed
Nicollet Investment Management, Inc.	–	–	–	–	Not filed
WealthShield Partners, LLC	–	–	–	–	Not filed
Hillman Capital Management, Inc.	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Cohen Investment Advisors LLC	–	–	–	–	Not filed
Miracle Mile Advisors, LLC	–	–	–	–	Not filed
Coastal Bridge Advisors, LLC	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Canvas Wealth Advisors, LLC	–	–	–	–	Not filed
Zhang Financial LLC	–	–	–	–	Not filed
SFE Investment Counsel	–	–	–	–	Not filed
AlTi Global, Inc.	–	–	–	–	Not filed
Rare Wolf Capital LLC	–	–	–	–	Not filed
Cornerstone Planning, LLC	–	–	–	–	Not filed
Lecap Asset Management Ltd	–	–	–	–	Not filed
Summit Global Investments	–	–	–	–	Not filed
AMG National Trust Bank	–	–	–	–	Not filed
Pegasus Asset Management, Inc.	–	–	–	–	Not filed
Financial Gravity Companies, Inc.	–	–	–	–	Not filed
Chemistry Wealth Management LLC	–	–	–	–	Not filed
Legacy Financial Advisors, Inc.	–	–	–	–	Not filed
IPG Investment Advisors LLC	–	–	–	–	Not filed
CFC Planning Co LLC	–	–	–	–	Not filed
Monarch Capital Management Inc	–	–	–	–	Not filed
Financiere des Professionnels - Fonds d,investissement inc.	–	–	–	–	Not filed
Edentree Asset Management Ltd	–	–	–	–	Not filed
Winch Advisory Services, LLC	–	–	–	–	Not filed
Sovran Advisors, LLC	–	–	–	–	Not filed
Partners Capital Investment Group, LLP	–	–	–	–	Not filed
Demars Financial Group, LLC	–	–	–	–	Not filed
Teamwork Financial Advisors, LLC	–	–	–	–	Not filed
Magnetar Financial LLC	–	–	–	–	Not filed
BCJ Capital Management, LLC	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Advisors Preferred, LLC	–	–	–	–	Not filed
Howard Hughes Medical Institute	–	–	–	–	Not filed
Conscious Wealth Investments, LLC	–	–	–	–	Not filed
Mirae Asset Securities (USA) Inc.	–	–	–	–	Not filed
Pictet North America Advisors SA	–	–	–	–	Not filed
Ledyard National Bank	–	–	–	–	Not filed
RMB Capital Management, LLC	–	–	–	–	Not filed
Capital Investment Advisors, LLC	–	–	–	–	Not filed
SummitTX Capital, L.P.	–	–	–	–	Not filed
Gerber Kawasaki Wealth & Investment Management	–	–	–	–	Not filed
Harel Insurance Investments & Financial Services Ltd.	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
KPP Advisory Services LLC	–	–	–	–	Not filed
M Holdings Securities, Inc.	–	–	–	–	Not filed
Aspiriant, LLC	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Caliber Wealth Management, LLC	–	–	–	–	Not filed
American Financial Group Inc	–	–	–	–	Not filed
REYL & Cie S.A.	–	–	–	–	Not filed
Hunter Perkins Capital Management, LLC	–	–	–	–	Not filed
M. Kulyk & Associates, LLC	–	–	–	–	Not filed
Dillon & Associates Inc	–	–	–	–	Not filed
Texas Yale Capital Corp.	–	–	–	–	Not filed
New Hampshire Trust	–	–	–	–	Not filed
Atala Financial Inc	–	–	–	–	Not filed
Mattern Capital Management, LLC	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
Rezny Wealth Management, Inc.	–	–	–	–	Not filed