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
Ashton Thomas Securities, LLC	–	–	–	–	Not filed
Okabena Investment Services Inc	–	–	–	–	Not filed
Richard W. Paul & Associates, LLC	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
CCM Investment Advisers LLC	–	–	–	–	Not filed
Triglav Skladi, D.O.O.	–	–	–	–	Not filed
CDC Financial, Inc.	–	–	–	–	Not filed
Westwood Holdings Group Inc.	–	–	–	–	Not filed
CNB Bank	–	–	–	–	Not filed
VELA Investment Management, LLC	–	–	–	–	Not filed
One Wealth Capital Management, LLC	–	–	–	–	Not filed
KCM Investment Advisors LLC	–	–	–	–	Not filed
Cornell Pochily Investment Advisors, Inc.	–	–	–	–	Not filed
Annis Gardner Whiting Capital Advisors, LLC	–	–	–	–	Not filed
Concord Wealth Partners	–	–	–	–	Not filed
Fortress Private Ledger, LLC	–	–	–	–	Not filed
Brandywine Managers, LLC	–	–	–	–	Not filed
Prudent Man Advisors, LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
SeaCrest Wealth Management, LLC	–	–	–	–	Not filed
First National Advisers, LLC	–	–	–	–	Not filed
Trust Co	–	–	–	–	Not filed
De Burlo Group Inc	–	–	–	–	Not filed
Kovack Advisors, Inc.	–	–	–	–	Not filed
Lavelle Capital LP	–	–	–	–	Not filed
Principle Wealth Partners LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Soltis Investment Advisors LLC	–	–	–	–	Not filed
RFG Holdings, Inc.	–	–	–	–	Not filed
Pittenger & Anderson Inc	–	–	–	–	Not filed
Ridgewood Investments LLC	–	–	–	–	Not filed
Northwest & Ethical Investments L.P.	–	–	–	–	Not filed
Welch & Forbes LLC	–	–	–	–	Not filed
Procyon Private Wealth Partners, LLC	–	–	–	–	Not filed
Alerus Financial NA	–	–	–	–	Not filed
Prelude Capital Management, LLC	–	–	–	–	Not filed
FinArc Investments, Inc.	–	–	–	–	Not filed
Sterling Investment Counsel, LLC	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Elyxium Wealth, LLC	–	–	–	–	Not filed
Verdence Capital Advisors LLC	–	–	–	–	Not filed
Excelsior Advisor Network LLC	–	–	–	–	Not filed
BluePath Capital Management, LLC	–	–	–	–	Not filed
Mainstay Capital Management LLC	–	–	–	–	Not filed
Littlejohn Financial Services, Inc.	–	–	–	–	Not filed
Argent Advisors, Inc.	–	–	–	–	Not filed
Voya Financial Advisors, Inc.	–	–	–	–	Not filed
Granite Islands Private Wealth, LLC	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed
Stablepoint Partners, LLC	–	–	–	–	Not filed
1776 Wealth LLC	–	–	–	–	Not filed
St. Johns Investment Management Company, LLC	–	–	–	–	Not filed
Grant Private Wealth Management Inc	–	–	–	–	Not filed
Pictet Bank & Trust Ltd	–	–	–	–	Not filed
Ellevest, Inc.	–	–	–	–	Not filed
OpenArc Corporate Advisory, LLC	–	–	–	–	Not filed
Alliance Wealth Advisors, LLC	–	–	–	–	Not filed
Premier Path Wealth Partners, LLC	–	–	–	–	Not filed
Concord Asset Management, LLC	–	–	–	–	Not filed
Marathon Trading Investment Management LLC	–	–	–	–	Not filed
Capstone Triton Financial Group, LLC	–	–	–	–	Not filed
Thor Investment Management Inc	–	–	–	–	Not filed
Nautilus Advisors LLC	–	–	–	–	Not filed
Texas Bank & Trust Co	–	–	–	–	Not filed
Qtron Investments LLC	–	–	–	–	Not filed
Haverford Trust Co	–	–	–	–	Not filed
Baker Tilly Wealth Management, LLC	–	–	–	–	Not filed
Neville Rodie & Shaw Inc	–	–	–	–	Not filed
Augustine Asset Management Inc	–	–	–	–	Not filed
First National Trust Co	–	–	–	–	Not filed
Cooper Financial Group	–	–	–	–	Not filed
Americana Partners, LLC	–	–	–	–	Not filed
Grove Bank & Trust	–	–	–	–	Not filed
Silicon Valley Capital Partners	–	–	–	–	Not filed
Quantessence Capital LLC	–	–	–	–	Not filed
Avestar Capital, LLC	–	–	–	–	Not filed
Beaumont Asset Management, L.L.C.	–	–	–	–	Not filed
Churchill Financial Advisors, LLC	–	–	–	–	Not filed
Thrive Wealth Management, LLC	–	–	–	–	Not filed
Integrated Advisors Network LLC	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Intrust Bank NA	–	–	–	–	Not filed
Avidian Wealth Solutions, LLC	–	–	–	–	Not filed
Covenant Asset Management, LLC	–	–	–	–	Not filed
Pincus Capital Management, LP	–	–	–	–	Not filed
Castle Wealth Management LLC	–	–	–	–	Not filed
Asset One Wealth Management LLC	–	–	–	–	Not filed
Citizens National Bank Trust Department	–	–	–	–	Not filed
DB Fitzpatrick & Co, Inc	–	–	–	–	Not filed
Sandhill Capital Partners LLC	–	–	–	–	Not filed
Anb Bank	–	–	–	–	Not filed
PCM Encore, LLC	–	–	–	–	Not filed
Eastern Bank	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Keudell/Morrison Wealth Management	–	–	–	–	Not filed
Choate Investment Advisors	–	–	–	–	Not filed
Apella Capital, LLC	–	–	–	–	Not filed
Trivant Custom Portfolio Group, LLC	–	–	–	–	Not filed
Paragon Capital Management Inc	–	–	–	–	Not filed
DeDora Capital, Inc.	–	–	–	–	Not filed