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
Sapient Capital LLC	–	–	–	–	Not filed
Alvarez & Marsal Private Wealth Partners, LLC	–	–	–	–	Not filed
Everpar Advisors LLC	–	–	–	–	Not filed
Summa Corp.	–	–	–	–	Not filed
Intellectus Partners, LLC	–	–	–	–	Not filed
Moody Lynn & Lieberson, LLC	–	–	–	–	Not filed
Twin Peaks Wealth Advisors, LLC	–	–	–	–	Not filed
Pines Wealth Management, LLC	–	–	–	–	Not filed
Lauer Wealth, LLC	–	–	–	–	Not filed
Etesian Wealth Advisors, Inc.	–	–	–	–	Not filed
Greenwich Wealth Management LLC	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
Great Diamond Partners, LLC	–	–	–	–	Not filed
Beacon Financial Advisory LLC	–	–	–	–	Not filed
Calton & Associates, Inc.	–	–	–	–	Not filed
Wrapmanager Inc	–	–	–	–	Not filed
Greykasell Wealth Strategies, Inc.	–	–	–	–	Not filed
Cambient Family Office, LLC	–	–	–	–	Not filed
Acorns Advisers, LLC	–	–	–	–	Not filed
Icon Wealth Advisors, LLC	–	–	–	–	Not filed
Meadowbrook Advisors Group, LLC	–	–	–	–	Not filed
MN Wealth Advisors, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Agate Pass Investment Management, LLC	–	–	–	–	Not filed
Quadcap Wealth Management, LLC	–	–	–	–	Not filed
Ipswich Investment Management Co., Inc.	–	–	–	–	Not filed
ZWJ Investment Counsel Inc	–	–	–	–	Not filed
London & Capital Asset Management Ltd	–	–	–	–	Not filed
Van Hulzen Asset Management, LLC	–	–	–	–	Not filed
Advisor Resource Council	–	–	–	–	Not filed
Northern Lights Advisors, Inc.	–	–	–	–	Not filed
Clark Capital Management Group, Inc.	–	–	–	–	Not filed
Brandywine Oak Private Wealth LLC	–	–	–	–	Not filed
Cascade Investment Group, Inc.	–	–	–	–	Not filed
Mirador Capital Partners LP	–	–	–	–	Not filed
OneAscent Financial Services LLC	–	–	–	–	Not filed
Tannin Capital LLC	–	–	–	–	Not filed
Davis Investment Partners, LLC	–	–	–	–	Not filed
Financial Advisory Service, Inc.	–	–	–	–	Not filed
Keebeck Wealth Management, LLC	–	–	–	–	Not filed
SPWM Advisors LLC	–	–	–	–	Not filed
Strategic Blueprint, LLC	–	–	–	–	Not filed
TFR Capital, LLC.	–	–	–	–	Not filed
Financial Enhancement Group LLC	–	–	–	–	Not filed
Cascades Capital Asset Management, LLC	–	–	–	–	Not filed
Van Diest Capital, LLC	–	–	–	–	Not filed
Signature Wealth Management Partners, LLC	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Consilio Wealth Advisors, LLC	–	–	–	–	Not filed
Cornerstone Select Advisors, LLC	–	–	–	–	Not filed
Epiq Partners, LLC	–	–	–	–	Not filed
Cim Investment Mangement Inc	–	–	–	–	Not filed
Cape Ann Savings Bank	–	–	–	–	Not filed
Keynote Financial Services LLC	–	–	–	–	Not filed
Great Lakes Advisors, LLC	–	–	–	–	Not filed
Chicago Trust Co NA	–	–	–	–	Not filed
Benin Management CORP	–	–	–	–	Not filed
Sanders Morris Harris LLC	–	–	–	–	Not filed
Harmony Asset Management LLC	–	–	–	–	Not filed
PeakShares LLC	–	–	–	–	Not filed
Tranquility Partners, LLC	–	–	–	–	Not filed
Palisade Capital Management LLC	–	–	–	–	Not filed
Montag A & Associates Inc	–	–	–	–	Not filed
Latko Wealth Management, Ltd.	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Madison Park Capital Advisors, LLC	–	–	–	–	Not filed
Winthrop Advisory Group LLC	–	–	–	–	Not filed
China Universal Asset Management Co., Ltd.	–	–	–	–	Not filed
Claret Asset Management Corp	–	–	–	–	Not filed
Alley Investment Management Company, LLC	–	–	–	–	Not filed
SmartHarvest Portfolios, LLC	–	–	–	–	Not filed
SS&H Financial Advisors, Inc.	–	–	–	–	Not filed
Bingham Private Wealth, LLC	–	–	–	–	Not filed
Strait & Sound Wealth Management LLC	–	–	–	–	Not filed
HCR Wealth Advisors	–	–	–	–	Not filed
Paragon Private Wealth Management, LLC	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Sentinus, LLC	–	–	–	–	Not filed
New Insight Wealth Advisors	–	–	–	–	Not filed
Matters Capital LLC	–	–	–	–	Not filed
WBH Advisory Inc	–	–	–	–	Not filed
DRH Investments, Inc.	–	–	–	–	Not filed
Verus Capital Partners, LLC	–	–	–	–	Not filed
Beckerman Institutional, LLC	–	–	–	–	Not filed
BOK Financial Private Wealth, Inc.	–	–	–	–	Not filed
V2 Financial group LLC	–	–	–	–	Not filed
RAM Investment Partners, LLC	–	–	–	–	Not filed
Liberty Wealth Management LLC	–	–	–	–	Not filed
Gateway Wealth Partners, LLC	–	–	–	–	Not filed
Talon Private Wealth, LLC	–	–	–	–	Not filed
Synergy Financial Group, LTD	–	–	–	–	Not filed
AGH Wealth Advisors, LLC	–	–	–	–	Not filed
Cary Street Partner Investment Advisory LLC	–	–	–	–	Not filed
Klingman & Associates, LLC	–	–	–	–	Not filed
Csenge Advisory Group	–	–	–	–	Not filed
Monticello Wealth Management, LLC	–	–	–	–	Not filed
Global Assets Advisory, LLC	–	–	–	–	Not filed
Broadway Wealth Solutions, Inc.	–	–	–	–	Not filed
American Alpha Advisors, LLC	–	–	–	–	Not filed
Rexford Capital Inc	–	–	–	–	Not filed