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; 2,492 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: 8; 0 vs. Q2 2026
Shares held: 88.4K; +60.2K (+213.3%) vs. Q2 2026
Total value: $20.0M; +$15.6M (+353.0%) vs. Q2 2026
New holders: 1; 2 more added
Sold out: 1; 4 more reduced

2,484 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	2,492	$109.5B
Q1 2026	2,696	$137.9B
Q4 2025	2,959	$201.9B
Q3 2025	2,816	$179.8B
Q2 2025	2,960	$210.0B
Q1 2025	2,956	$209.1B
Q4 2024	3,110	$258.7B
Q3 2024	2,657	$209.1B
Q2 2024	2,630	$198.8B
Q1 2024	2,769	$235.7B
Q4 2023	2,601	$204.8B
Q3 2023	2,294	$155.1B
Q2 2023	2,301	$161.7B
Q1 2023	2,183	$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
Sanibel Captiva Trust Company, Inc.	–	–	–	–	Not filed
Trajan Wealth LLC	–	–	–	–	Not filed
Freestone Capital Holdings, LLC	–	–	–	–	Not filed
Westerly Capital Management, LLC	–	–	–	–	Not filed
Motley Fool Asset Management LLC	–	–	–	–	Not filed
Wealthfront Advisers LLC	–	–	–	–	Not filed
Becker Capital Management Inc	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Brookstone Capital Management	–	–	–	–	Not filed
Oppenheimer Asset Management Inc.	–	–	–	–	Not filed
Sanctuary Advisors, LLC	–	–	–	–	Not filed
Crestwood Advisors Group LLC	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Epoch Investment Partners, Inc.	–	–	–	–	Not filed
Chesley Taft & Associates LLC	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Catalytic Wealth RIA, LLC	–	–	–	–	Not filed
Quinn Opportunity Partners LLC	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
F&V Capital Management, LLC	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Nomura Holdings Inc	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Danica Pension, Livsforsikringsaktieselskab	–	–	–	–	Not filed
Sava Infond d.o.o.	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
Artisan Partners Limited Partnership	–	–	–	–	Not filed
Kessler Investment Group, LLC	–	–	–	–	Not filed
Pensionmark Financial Group, LLC	–	–	–	–	Not filed
Prana Capital Management, LP	–	–	–	–	Not filed
iA Global Asset Management Inc.	–	–	–	–	Not filed
BLB&B Advisors, LLC	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Axxion S.A.	–	–	–	–	Not filed
Davidson Investment Advisors	–	–	–	–	Not filed
Abn Amro Investment Solutions	–	–	–	–	Not filed
Greenwood Gearhart Inc	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Old National Bancorp	–	–	–	–	Not filed
Ci Investments Inc.	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Baader Bank INC	–	–	–	–	Not filed
First National Bank of Omaha	–	–	–	–	Not filed
Gibraltar Capital Management, Inc.	–	–	–	–	Not filed
Madison Asset Management, LLC	–	–	–	–	Not filed
Silvercrest Asset Management Group LLC	–	–	–	–	Not filed
NorthCrest Asset Manangement, LLC	–	–	–	–	Not filed
Punch & Associates Investment Management, Inc.	–	–	–	–	Not filed
1832 Asset Management L.P.	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
Jacobs Levy Equity Management, Inc	–	–	–	–	Not filed
BNP Paribas	–	–	–	–	Not filed
RiverFront Investment Group, LLC	–	–	–	–	Not filed
Grimes & Company, Inc.	–	–	–	–	Not filed
North Star Asset Management Inc	–	–	–	–	Not filed
Discovery Capital Management, LLC	–	–	–	–	Not filed
EULAV Asset Management	–	–	–	–	Not filed
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Capital International Ltd	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
CastleKnight Management LP	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Martingale Asset Management L P	–	–	–	–	Not filed
Washington Trust Co	–	–	–	–	Not filed
Weiss Asset Management LP	–	–	–	–	Not filed
Osborne Partners Capital Management, LLC	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Investment Management Corp of Ontario	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Reynders McVeigh Capital Management, LLC	–	–	–	–	Not filed
Foyston, Gordon, & Payne Inc	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Adams Diversified Equity Fund, Inc.	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
Bulltick Wealth Management, LLC	–	–	–	–	Not filed
Mizuho Securities USA LLC	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Roffman Miller Associates Inc	–	–	–	–	Not filed
Commerce Bank	–	–	–	–	Not filed
Schonfeld Strategic Advisors LLC	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Strategic Wealth Designers	–	–	–	–	Not filed
Sendero Wealth Management, LLC	–	–	–	–	Not filed
Boston Family Office LLC	–	–	–	–	Not filed
GW Henssler & Associates Ltd	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Mill Capital Management, LLC	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed