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
Pinnacle Holdings, LLC	–	–	–	–	Not filed
Folger Nolan Fleming Douglas Capital Management, Inc	–	–	–	–	Not filed
Jones Kertz & Associates, Inc.	–	–	–	–	Not filed
Paradigm Financial Partners, LLC	–	–	–	–	Not filed
Elevated Financial Group LLC	–	–	–	–	Not filed
Aft, Forsyth & Company, Inc.	–	–	–	–	Not filed
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.	–	–	–	–	Not filed
Umpqua Bank	–	–	–	–	Not filed
RMR Wealth Builders	–	–	–	–	Not filed
Rodgers Brothers Inc.	–	–	–	–	Not filed
Silvant Capital Management LLC	–	–	–	–	Not filed
Insigneo Advisory Services, LLC	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Norden Group LLC	–	–	–	–	Not filed
Moneta Group Investment Advisors LLC	–	–	–	–	Not filed
Nelson Capital Management, LLC	–	–	–	–	Not filed
Vectors Research Management, LLC	–	–	–	–	Not filed
Resources Investment Advisors, LLC.	–	–	–	–	Not filed
Cetera Trust Company, N.A	–	–	–	–	Not filed
TLWM	–	–	–	–	Not filed
Tiemann Investment Advisors, LLC	–	–	–	–	Not filed
Avantax Planning Partners, Inc.	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Cambria Investment Management, L.P.	–	–	–	–	Not filed
Stoneridge Investment Partners LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Chiron Capital Management, LLC	–	–	–	–	Not filed
Means Investment Co., Inc.	–	–	–	–	Not filed
Cornerstone Wealth Management, LLC	–	–	–	–	Not filed
Hancock Whitney Corp	–	–	–	–	Not filed
Cullinan Associates Inc	–	–	–	–	Not filed
Navalign, LLC	–	–	–	–	Not filed
Capital Markets Trading UK LLP	–	–	–	–	Not filed
Arthur M. Cohen & Associates, LLC	–	–	–	–	Not filed
Keeler Thomas Management LLC	–	–	–	–	Not filed
Finer Wealth Management, Inc.	–	–	–	–	Not filed
CenterStar Asset Management, LLC	–	–	–	–	Not filed
Steinberg Asset Management LLC	–	–	–	–	Not filed
Orin Green Financial, LLC	–	–	–	–	Not filed
Triangle Securities Wealth Management	–	–	–	–	Not filed
RFG Advisory, LLC	–	–	–	–	Not filed
National Asset Management, Inc.	–	–	–	–	Not filed
HBK Sorce Advisory LLC	–	–	–	–	Not filed
Meitav Dash Investments Ltd	–	–	–	–	Not filed
Bridgeway Capital Management, LLC	–	–	–	–	Not filed
Douglass Winthrop Advisors, LLC	–	–	–	–	Not filed
Shay Capital LLC	–	–	–	–	Not filed
Smithbridge Asset Management Inc	–	–	–	–	Not filed
AA Financial Advisors, LLC	–	–	–	–	Not filed
Picton Mahoney Asset Management	–	–	–	–	Not filed
Generali Investments, Management Co LLC	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
BTC Capital Management, Inc.	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
Independence Bank of Kentucky	–	–	–	–	Not filed
Legacy Private Trust Co.	–	–	–	–	Not filed
Atlas Brown,Inc.	–	–	–	–	Not filed
Jefferson Bridge Capital, LLC	–	–	–	–	Not filed
Union Bancaire Privee, UBP SA	–	–	–	–	Not filed
Beacon Investment Advisors LLC	–	–	–	–	Not filed
Mainsail Financial Group, LLC	–	–	–	–	Not filed
Formidable Asset Management, LLC	–	–	–	–	Not filed
Hennion & Walsh Asset Management, Inc.	–	–	–	–	Not filed
B&D White Capital Company, LLC	–	–	–	–	Not filed
Transcend Wealth Collective, LLC	–	–	–	–	Not filed
Hillsdale Investment Management Inc.	–	–	–	–	Not filed
Perennial Investment Advisors, LLC	–	–	–	–	Not filed
Rakuten Securities, Inc.	–	–	–	–	Not filed
Flagship Harbor Advisors, LLC	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Asahi Life Asset Management Co., Ltd.	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
Angeles Wealth Management, LLC	–	–	–	–	Not filed
Anchor Bay Capital, Inc.	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Cravens & Co Advisors, LLC	–	–	–	–	Not filed
Kayne Anderson Rudnick Investment Management LLC	–	–	–	–	Not filed
Gs Investments, Inc.	–	–	–	–	Not filed
SCS Capital Management LLC	–	–	–	–	Not filed
Naviter Wealth, LLC	–	–	–	–	Not filed
Kentucky Trust Co	–	–	–	–	Not filed
Gen-Wealth Partners Inc	–	–	–	–	Not filed
WSFS Capital Management, LLC	–	–	–	–	Not filed
Northbridge Financial Group, LLC	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Boyd Watterson Asset Management LLC	–	–	–	–	Not filed
Circle Wealth Management, LLC	–	–	–	–	Not filed
Meiji Yasuda Asset Management Co Ltd.	–	–	–	–	Not filed
Charter Research & Investment Group, Inc.	–	–	–	–	Not filed
Elmwood Wealth Management, Inc.	–	–	–	–	Not filed
Wiregrass Investment Management LLC	–	–	–	–	Not filed
Regatta Capital Group, LLC	–	–	–	–	Not filed
Cito Capital Group, LLC	–	–	–	–	Not filed
Decatur Capital Management, Inc.	–	–	–	–	Not filed
Tealwood Asset Management Inc	–	–	–	–	Not filed
Cypress Capital Group	–	–	–	–	Not filed
Bridgewater Advisors Inc.	–	–	–	–	Not filed
SageView Advisory Group, LLC	–	–	–	–	Not filed