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
Malaga Cove Capital, LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Main Street Research LLC	–	–	–	–	Not filed
Crew Capital Management, Ltd.	–	–	–	–	Not filed
Prosperity Financial Group, Inc.	–	–	–	–	Not filed
Cozad Asset Management Inc	–	–	–	–	Not filed
Heartland Bank & Trust Co	–	–	–	–	Not filed
TRUE Private Wealth Advisors	–	–	–	–	Not filed
Agf Management Ltd	–	–	–	–	Not filed
Stiles Financial Services Inc	–	–	–	–	Not filed
Science & Technology Partners, L.P.	–	–	–	–	Not filed
Lavaca Capital LLC	–	–	–	–	Not filed
Childress Capital Advisors, LLC	–	–	–	–	Not filed
Old Point Trust & Financial Services N A	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
Orrstown Financial Services Inc	–	–	–	–	Not filed
Rockland Trust Co	–	–	–	–	Not filed
Coastwise Capital Group, LLC	–	–	–	–	Not filed
First Business Financial Services, Inc.	–	–	–	–	Not filed
Parcion Private Wealth LLC	–	–	–	–	Not filed
Tower Trust & Investment Co	–	–	–	–	Not filed
GraniteShares Advisors LLC	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Groupe la Francaise	–	–	–	–	Not filed
Chapman Financial Group, LLC	–	–	–	–	Not filed
Journey Retirement Planning & Investment Management LLC	–	–	–	–	Not filed
Northstar Group, Inc.	–	–	–	–	Not filed
Camden Capital, LLC	–	–	–	–	Not filed
Unique Wealth Strategies, LLC	–	–	–	–	Not filed
St. Clair Advisors, LLC	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
TSFG, LLC	–	–	–	–	Not filed
Birch Hill Investment Advisors LLC	–	–	–	–	Not filed
South Plains Financial, Inc.	–	–	–	–	Not filed
Ostrum Asset Management	–	–	–	–	Not filed
Calamos Wealth Management LLC	–	–	–	–	Not filed
United Asset Strategies, Inc.	–	–	–	–	Not filed
Polymer Capital Management (US) LLC	–	–	–	–	Not filed
Joel Isaacson & Co., LLC	–	–	–	–	Not filed
Invst, LLC	–	–	–	–	Not filed
Symphony Financial, Ltd. Co.	–	–	–	–	Not filed
1st Source Bank	–	–	–	–	Not filed
Zacks Investment Management	–	–	–	–	Not filed
Oak Harbor Wealth Partners, LLC	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Supplemental Annuity Collective Trust of NJ	–	–	–	–	Not filed
Catalyst Financial Partners LLC	–	–	–	–	Not filed
Strengthening Families & Communities, LLC	–	–	–	–	Not filed
Ingalls & Snyder LLC	–	–	–	–	Not filed
Redmond Asset Management, LLC	–	–	–	–	Not filed
Steel Peak Wealth Management LLC	–	–	–	–	Not filed
Guerra Pan Advisors, LLC	–	–	–	–	Not filed
Birchbrook, Inc.	–	–	–	–	Not filed
MainStreet Investment Advisors LLC	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
Maia Wealth LLC	–	–	–	–	Not filed
Carret Asset Management, LLC	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Capital Investment Advisory Services, LLC	–	–	–	–	Not filed
Magnolia Capital Advisors LLC	–	–	–	–	Not filed
Diametric Capital, LP	–	–	–	–	Not filed
Meridian Wealth Advisors, LLC	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
Evergreen Wealth Solutions, LLC	–	–	–	–	Not filed
Sax Wealth Advisors, LLC	–	–	–	–	Not filed
ADAPT Investment Managers SA	–	–	–	–	Not filed
Needham Investment Management LLC	–	–	–	–	Not filed
Ironwood Investment Management LLC	–	–	–	–	Not filed
J.M. Arbour, LLC	–	–	–	–	Not filed
Nations Financial Group Inc,	–	–	–	–	Not filed
Wealthedge Investment Advisors, LLC	–	–	–	–	Not filed
Axxcess Wealth Management, LLC	–	–	–	–	Not filed
Ramirez Asset Management, Inc.	–	–	–	–	Not filed
Tower Bridge Advisors	–	–	–	–	Not filed
Dean Investment Associates, LLC	–	–	–	–	Not filed
First Pacific Financial	–	–	–	–	Not filed
Meridian Financial Partners LLC	–	–	–	–	Not filed
Granite Investment Partners, LLC	–	–	–	–	Not filed
Hourglass Capital, LLC	–	–	–	–	Not filed
Werba Rubin Papier Wealth Management	–	–	–	–	Not filed
Renasant Bank	–	–	–	–	Not filed
Johnson Financial Group, Inc.	–	–	–	–	Not filed
ISAM Funds (UK) Ltd	–	–	–	–	Not filed
Forbes J M & Co LLP	–	–	–	–	Not filed
Old North State Wealth Management, LLC	–	–	–	–	Not filed
Legacy Capital Group California, Inc.	–	–	–	–	Not filed
Sumitomo Life Insurance Co	–	–	–	–	Not filed
Saturna Capital CORP	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
Raab & Moskowitz Asset Management LLC	–	–	–	–	Not filed
Aprio Wealth Management, LLC	–	–	–	–	Not filed
SIH Partners, LLLP	–	–	–	–	Not filed
Roberts Glore & Co Inc	–	–	–	–	Not filed
Investment Insight Wealth Management, LLC	–	–	–	–	Not filed
American Capital Advisory, LLC	–	–	–	–	Not filed
PFG Advisors	–	–	–	–	Not filed
Panagora Asset Management Inc	–	–	–	–	Not filed
Plancorp, LLC	–	–	–	–	Not filed
Clare Market Investments LLC	–	–	–	–	Not filed
Lazari Capital Management, Inc.	–	–	–	–	Not filed