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Salesforce, Inc. (CRM)

Software · US stock

What changed in recent filings

  • Revenue +13% YoYQuarter ended Apr 30, 2026
  • Institutions — 8 new · 1 added13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Salesforce, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 13
2019 Q1 · 102019 Q2 · 122019 Q3 · 102019 Q4 · 102020 Q1 · 92020 Q2 · 112020 Q3 · 82020 Q4 · 72021 Q1 · 72021 Q2 · 92021 Q3 · 82021 Q4 · 72022 Q1 · 62022 Q2 · 62022 Q3 · 72022 Q4 · 112023 Q1 · 132023 Q2 · 92023 Q3 · 92023 Q4 · 102024 Q1 · 92024 Q2 · 102024 Q3 · 102024 Q4 · 102025 Q1 · 102025 Q2 · 82025 Q3 · 82025 Q4 · 82026 Q1 · 42026 Q2 · 9
19 Q122 Q326 Q2

2019 Q1: 10 → 2026 Q2: 9 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Salesforce, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • ValueAct Capital8.33% of portfolio · since 2022 Q4
  • Capital World Investors0.16% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.21% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.01% of portfolio · held as of 2026 Q2 or earlier
  • Akre Capital Management2.20% of portfolio · held as of 2026 Q2 or earlier
  • Harris Associates (Oakmark)3.35% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.10% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Managementunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.02% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The world's No. 1 CRM software company. It runs sales/service/marketing automation SaaS and the Einstein AI-agent platform.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Salesforce, Inc. is classified under the Software sector. See peers below.

Salesforce, Inc. key financials

Based on SEC filings · as of Jul 31, 2026

12.6%
1.02x
as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

Salesforce, Inc. vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.2%vs benchmark 21.1%↓ below
Operating margin
20.5%vs benchmark 4.9%↑ above
Net margin
22.0%vs benchmark 10.1%↑ above
ROE
12.6%vs benchmark 4.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

CRM revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-04-30 revenue was $11.1B, +13.3% YoY.

The largest segment is Americas, 65.0% of revenue — a highly concentrated structure.

Recent revenue growth was led mainly by the Americas segment (about 59% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding Salesforce, Inc.

Per SEC N-PORT · 2026-07-31 · by weight · factual

DIA
2.08%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
0.71%
VTVVANGUARD VALUE INDEX FUND
0.46%
SPY
0.20%
IVViShares Core S&P 500 ETF
0.20%
VOOVANGUARD 500 INDEX FUND
0.20%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.17%
RSPInvesco S&P 500 Equal Weight ETF
0.17%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.17%

CRM on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full CRM analysis →

Peers · Software

CRM FAQ

What is Salesforce, Inc. (CRM)?

The world's No. 1 CRM software company. It runs sales/service/marketing automation SaaS and the Einstein AI-agent platform.

What sector is Salesforce, Inc. in?

Salesforce, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Salesforce, Inc.'s key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 11.2%, Operating margin 20.5%, Net margin 22.0%, ROE 12.6%, Debt-to-equity 1.02x. Definitions and interpretation are available on Stocklore.

What are Salesforce, Inc.'s main revenue segments?

The largest segment is Americas, about 65.0% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze Salesforce, Inc. (CRM) stock?

On Stocklore you can see CRM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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