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: 27; +2 vs. Q2 2026
Shares held: 417.1K; +58.2K (+16.2%) vs. Q2 2026
Total value: $95.5M; +$39.3M (+69.8%) vs. Q2 2026
New holders: 3; 7 more added
Sold out: 1; 13 more reduced

2,468 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
Chilton Investment Co LLC	–	–	–	–	Not filed
Kraematon Investment Advisors, Inc	–	–	–	–	Not filed
Hilltop Holdings Inc.	–	–	–	–	Not filed
Proffitt & Goodson Inc	–	–	–	–	Not filed
Northern Oak Wealth Management Inc	–	–	–	–	Not filed
Richards, Merrill & Peterson, Inc.	–	–	–	–	Not filed
Tortuga Wealth Management, Inc	–	–	–	–	Not filed
Meiji Yasuda Life Insurance Co	–	–	–	–	Not filed
Abbot Financial Management, Inc.	–	–	–	–	Not filed
United Advisor Group, LLC	–	–	–	–	Not filed
Waterloo Capital, L.P.	–	–	–	–	Not filed
Ponta Wealth Partners, LLC	–	–	–	–	Not filed
Romano Brothers and Company	–	–	–	–	Not filed
Texas Capital Bank Wealth Management Services Inc	–	–	–	–	Not filed
Palacios Wealth Management, LLC	–	–	–	–	Not filed
Souders Financial Advisors	–	–	–	–	Not filed
StoneX Group Inc.	–	–	–	–	Not filed
Lodestar Private Asset Management LLC	–	–	–	–	Not filed
New Republic Capital, LLC	–	–	–	–	Not filed
Waters Parkerson & Co., LLC	–	–	–	–	Not filed
XML Financial, LLC	–	–	–	–	Not filed
Pine Haven Investment Counsel, Inc	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Oxford Financial Group Ltd	–	–	–	–	Not filed
Nabity-Jensen Investment Management Inc	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Sciencast Management LP	–	–	–	–	Not filed
Florida Financial Advisors, LLC	–	–	–	–	Not filed
Pointe Capital Management LLC	–	–	–	–	Not filed
Sunflower Bank, N.A.	–	–	–	–	Not filed
Carr Financial Group Corp	–	–	–	–	Not filed
Trust Point Inc.	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Nicholas Hoffman & Company, LLC.	–	–	–	–	Not filed
Worth Financial Advisory Group, LLC	–	–	–	–	Not filed
Prosperitas Financial LLC	–	–	–	–	Not filed
Crown Wealth Group, LLC	–	–	–	–	Not filed
Blodgett Wealth Advisors, LLC	–	–	–	–	Not filed
Wellspring Financial Advisors, LLC	–	–	–	–	Not filed
Purus Wealth Management, LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Silver Coast Investments LLC	–	–	–	–	Not filed
IKE Capital, LLC	–	–	–	–	Not filed
Drive Wealth Management, LLC	–	–	–	–	Not filed
First Foundation Advisors	–	–	–	–	Not filed
Carlson Financial, Inc.	–	–	–	–	Not filed
Kathmere Capital Management, LLC	–	–	–	–	Not filed
Midwest Professional Planners, LTD.	–	–	–	–	Not filed
Wisconsin Wealth Advisors, LLC	–	–	–	–	Not filed
GK Wealth Management LLC	–	–	–	–	Not filed
Bienville Capital Management, LLC	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
Perfromance Wealth Partners, LLC	–	–	–	–	Not filed
Newman Dignan & Sheerar, Inc.	–	–	–	–	Not filed
Brio Consultants, LLC	–	–	–	–	Not filed
Maridea Wealth Management LLC	–	–	–	–	Not filed
H&H Retirement Design & Management INC	–	–	–	–	Not filed
Focus Financial Network, Inc.	–	–	–	–	Not filed
Meridian Investment Counsel Inc.	–	–	–	–	Not filed
Factory Mutual Insurance Co	–	–	–	–	Not filed
Fjell Capital, LLC	–	–	–	–	Not filed
Investment Partners Asset Management, Inc.	–	–	–	–	Not filed
Mechanics Financial Corp	–	–	–	–	Not filed
First National Bank	–	–	–	–	Not filed
Collaborative Capital Advisors LLC	–	–	–	–	Not filed
Founders Grove Wealth Partners, LLC	–	–	–	–	Not filed
4WEALTH Advisors, Inc.	–	–	–	–	Not filed
Congress Park Capital LLC	–	–	–	–	Not filed
Morey & Quinn Wealth Partners, LLC	–	–	–	–	Not filed
NBH Bank	–	–	–	–	Not filed
Lewis Asset Management, LLC	–	–	–	–	Not filed
Abacus Wealth Partners, LLC	–	–	–	–	Not filed
Summit Financial Wealth Advisors, LLC	–	–	–	–	Not filed
MOR Wealth Management, LLC	–	–	–	–	Not filed
Farmers & Merchants Trust Co of Long Beach	–	–	–	–	Not filed
S&CO Inc	–	–	–	–	Not filed
Cornerstone Capital, Inc.	–	–	–	–	Not filed
Cyndeo Wealth Partners, LLC	–	–	–	–	Not filed
TBH Global Asset Management, LLC	–	–	–	–	Not filed
Capital Investment Counsel, Inc	–	–	–	–	Not filed
JSF Financial, LLC	–	–	–	–	Not filed
Fukoku Mutual Life Insurance Co	–	–	–	–	Not filed
Proficio Capital Partners LLC	–	–	–	–	Not filed
Curbstone Financial Management Corp	–	–	–	–	Not filed
111 Capital	–	–	–	–	Not filed
Penobscot Investment Management Company, Inc.	–	–	–	–	Not filed
ORG Wealth Partners, LLC	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
Clear Trail Advisors, LLC	–	–	–	–	Not filed
Oder Investment Management, LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
BlackDiamond Wealth Management Inc.	–	–	–	–	Not filed
Diligent Investors, LLC	–	–	–	–	Not filed
Trillium Asset Management, LLC	–	–	–	–	Not filed
VeraBank, N.A.	–	–	–	–	Not filed
Milford Funds Ltd	–	–	–	–	Not filed
Beese Fulmer Investment Management, Inc.	–	–	–	–	Not filed
Clear Creek Financial Management, LLC	–	–	–	–	Not filed
Manske Wealth Management	–	–	–	–	Not filed
Chilton Capital Management LLC	–	–	–	–	Not filed