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
Ceera Investments, LLC	–	–	–	–	Not filed
Pinkerton Retirement Specialists, LLC	–	–	–	–	Not filed
Sherman Porfolios, LLC	–	–	–	–	Not filed
Legacy Trust	–	–	–	–	Not filed
Nikko Asset Management Americas, Inc.	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Fairtree Asset Management (Pty) Ltd	–	–	–	–	Not filed
Intesa Sanpaolo Wealth Management	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
LGT Group Foundation	–	–	–	–	Not filed
Consolidated Investment Group LLC	–	–	–	–	Not filed
Peapack Gladstone Financial Corp	–	–	–	–	Not filed
Collar Capital Management, LLC	–	–	–	–	Not filed
Parus Finance (UK) Ltd	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
WP Advisors, LLC	–	–	–	–	Not filed
Tema ETFs LLC	–	–	–	–	Not filed
Petredis Investment Advisors LLC	–	–	–	–	Not filed
Portside Wealth Group, LLC	–	–	–	–	Not filed
Huntleigh Advisors, Inc.	–	–	–	–	Not filed
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Arlington Financial Advisors, LLC	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Correct Capital Wealth Management	–	–	–	–	Not filed
Sawyer & Company, Inc	–	–	–	–	Not filed
Iowa State Bank	–	–	–	–	Not filed
Whalerock Point Partners, LLC	–	–	–	–	Not filed
Parr McKnight Wealth Management Group, LLC	–	–	–	–	Not filed
Johnson Investment Counsel Inc	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Hohimer Wealth Management, LLC	–	–	–	–	Not filed
Wahed Invest LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Colrain Capital LLC	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Pine Valley Investments Ltd Liability Co	–	–	–	–	Not filed
Butensky & Cohen Financial Security, Inc	–	–	–	–	Not filed
Webster Bank, N. A.	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
Cary Street Partners Financial LLC	–	–	–	–	Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	–	–	–	–	Not filed
Roberts Wealth Advisors, LLC	–	–	–	–	Not filed
Evolve Private Wealth, LLC	–	–	–	–	Not filed
Courier Capital LLC	–	–	–	–	Not filed
KMG Fiduciary Partners, LLC	–	–	–	–	Not filed
NewEdge Wealth, LLC	–	–	–	–	Not filed
Kovitz Investment Group Partners, LLC	–	–	–	–	Not filed
Arrow Financial Corp	–	–	–	–	Not filed
Vickerman Investment Advisors, Inc.	–	–	–	–	Not filed
Woodmont Investment Counsel LLC	–	–	–	–	Not filed
Ascent Group, LLC	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Odyssean, LLC	–	–	–	–	Not filed
Callahan Advisors, LLC	–	–	–	–	Not filed
Beacon Investment Advisory Services, Inc.	–	–	–	–	Not filed
NorthRock Partners, LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Cove Private Wealth, LLC	–	–	–	–	Not filed
Adviser Investments LLC	–	–	–	–	Not filed
Advisors Capital Management, LLC	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
LM Advisors LLC	–	–	–	–	Not filed
South Dakota Investment Council	–	–	–	–	Not filed
Hixon Zuercher, LLC	–	–	–	–	Not filed
Advocate Group LLC	–	–	–	–	Not filed
Simmons Bank	–	–	–	–	Not filed
Community Bank, N.A.	–	–	–	–	Not filed
Smith, Salley & Associates	–	–	–	–	Not filed
AustralianSuper Pty Ltd	–	–	–	–	Not filed
West Michigan Advisors, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Comprehensive Financial Consultants Institutional, Inc.	–	–	–	–	Not filed
BFSG, LLC	–	–	–	–	Not filed
Investment Research & Advisory Group, Inc.	–	–	–	–	Not filed
Bailard, Inc.	–	–	–	–	Not filed
Kentucky Farm Bureau Mutual Insurance Co	–	–	–	–	Not filed
Neo Ivy Capital Management	–	–	–	–	Not filed
Phoenix Holdings Ltd.	–	–	–	–	Not filed
Prime Capital Investment Advisors, LLC	–	–	–	–	Not filed
Generali Investments CEE, investicni spolecnost, a.s.	–	–	–	–	Not filed
Morton Community Bank	–	–	–	–	Not filed
Optas, LLC	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Naples Global Advisors, LLC	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
180 Wealth Advisors, LLC	–	–	–	–	Not filed
Investment House LLC	–	–	–	–	Not filed
Systematic Alpha Investments, LLC	–	–	–	–	Not filed
RV Capital GmbH	–	–	–	–	Not filed
Capital Group Investment Management Pte. Ltd.	–	–	–	–	Not filed
Sepio Capital, LP	–	–	–	–	Not filed
Beech Hill Advisors, Inc.	–	–	–	–	Not filed
Wealth Advisors of Tampa Bay, LLC	–	–	–	–	Not filed
Azzad Asset Management Inc	–	–	–	–	Not filed