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
Triad Wealth Partners, LLC	–	–	–	–	Not filed
John G Ullman & Associates Inc	–	–	–	–	Not filed
McGlone Suttner Wealth Management, Inc.	–	–	–	–	Not filed
Mayflower Financial Advisors, LLC	–	–	–	–	Not filed
Wealth Advisors of Iowa, LLC	–	–	–	–	Not filed
FNY Investment Advisers, LLC	–	–	–	–	Not filed
Mairs & Power Inc	–	–	–	–	Not filed
Green Ridge Wealth Planning LLC	–	–	–	–	Not filed
Michael B. Yongue	–	–	–	–	Not filed
Phillips Wealth Planners LLC	–	–	–	–	Not filed
Kaizen Financial Strategies	–	–	–	–	Not filed
ZEGA Investments, LLC	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Security National Bank	–	–	–	–	Not filed
Quantum Private Wealth, LLC	–	–	–	–	Not filed
Next Level Private LLC	–	–	–	–	Not filed
Jeppson Wealth Management, LLC	–	–	–	–	Not filed
WealthCollab, LLC	–	–	–	–	Not filed
Tennessee Valley Asset Management Partners	–	–	–	–	Not filed
Baron Wealth Management LLC	–	–	–	–	Not filed
Kuhn & Co Investment Counsel	–	–	–	–	Not filed
JNBA Financial Advisors	–	–	–	–	Not filed
Schmidt P J Investment Management Inc	–	–	–	–	Not filed
Roman Butler Fullerton & Co	–	–	–	–	Not filed
Elevated Capital Advisors, LLC	–	–	–	–	Not filed
Boston Trust Walden Corp	–	–	–	–	Not filed
Meadow Creek Wealth Advisors LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
Facet Wealth, Inc.	–	–	–	–	Not filed
Brookwood Investment Group LLC	–	–	–	–	Not filed
Financial Planning Hawaii, Inc.	–	–	–	–	Not filed
Vigil Wealth Management, LLC	–	–	–	–	Not filed
Signature Estate & Investment Advisors LLC	–	–	–	–	Not filed
SNS Financial Group, LLC	–	–	–	–	Not filed
Smith Chas P & Associates Pa Cpas	–	–	–	–	Not filed
GAM Holding AG	–	–	–	–	Not filed
Catalyst Private Wealth, LLC	–	–	–	–	Not filed
Embree Financial Group	–	–	–	–	Not filed
Apriem Advisors	–	–	–	–	Not filed
Viawealth, LLC	–	–	–	–	Not filed
Natural Investments, LLC	–	–	–	–	Not filed
Nine Masts Capital Ltd	–	–	–	–	Not filed
Millstone Evans Group, LLC	–	–	–	–	Not filed
Income Insurance Ltd	–	–	–	–	Not filed
Legacy Advisors, LLC	–	–	–	–	Not filed
DMG Group, LLC	–	–	–	–	Not filed
Bernicke Wealth Management, Ltd.	–	–	–	–	Not filed
Wealth Alliance	–	–	–	–	Not filed
AdvisorShares Investments LLC	–	–	–	–	Not filed
ARS Wealth Advisors Group, LLC	–	–	–	–	Not filed
Orographic Financial Advisors, LLC	–	–	–	–	Not filed
Hill Island Financial LLC	–	–	–	–	Not filed
Titan Wealth (CI) Ltd	–	–	–	–	Not filed
Wellington Shields Capital Management, LLC	–	–	–	–	Not filed
Howard Financial Services, Ltd.	–	–	–	–	Not filed
Telos Capital Management, Inc.	–	–	–	–	Not filed
Wealth Science Advisors LLC	–	–	–	–	Not filed
SGL Investment Advisors, Inc.	–	–	–	–	Not filed
Mirova	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Atlanta Consulting Group Advisors, LLC	–	–	–	–	Not filed
Virtue Capital Management, LLC	–	–	–	–	Not filed
WD Rutherford LLC	–	–	–	–	Not filed
Indivisible Partners	–	–	–	–	Not filed
Evermay Wealth Management LLC	–	–	–	–	Not filed
NorthStar Asset Management LLC	–	–	–	–	Not filed
Kestra Investment Management, LLC	–	–	–	–	Not filed
Oxford Wealth Group, LLC	–	–	–	–	Not filed
Bensler, LLC	–	–	–	–	Not filed
Hudock, Inc.	–	–	–	–	Not filed
Bell Bank	–	–	–	–	Not filed
IFG Advisors, LLC	–	–	–	–	Not filed
Forum Financial Management, LP	–	–	–	–	Not filed
IVC Wealth Advisors LLC	–	–	–	–	Not filed
Symmetry Partners, LLC	–	–	–	–	Not filed
Sienna Gestion	–	–	–	–	Not filed
Integrity Alliance, LLC.	–	–	–	–	Not filed
Root Financial Partners, LLC	–	–	–	–	Not filed
Spectrum Investment Advisors, Inc.	–	–	–	–	Not filed
VUB Generali dochodkova spravcovska spolocnost, a.s.	–	–	–	–	Not filed
Chesapeake Wealth Management	–	–	–	–	Not filed
Redwood Financial Network Corp	–	–	–	–	Not filed
Cabot Wealth Management Inc	–	–	–	–	Not filed
Sumitomo Mitsui Financial Group, Inc.	–	–	–	–	Not filed
Revolve Wealth Partners, LLC	–	–	–	–	Not filed
Sandro Wealth Management LLC	–	–	–	–	Not filed
Connecticut Wealth Management, LLC	–	–	–	–	Not filed
Aviance Capital Partners, LLC	–	–	–	–	Not filed
Cypress Point Wealth Management, LLC	–	–	–	–	Not filed
Cowa, LLC	–	–	–	–	Not filed
Walser Wealth Management Company, A Ltd Liability Co	–	–	–	–	Not filed
Kera Capital Partners, Inc.	–	–	–	–	Not filed
Pinnacle Bancorp, Inc.	–	–	–	–	Not filed
Betterment LLC	–	–	–	–	Not filed
Onefund, LLC	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Equita Financial Network, Inc.	–	–	–	–	Not filed
Range Advisory, LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Essex LLC	–	–	–	–	Not filed