Salesforce, Inc. (CRM)
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.
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
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)
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
CRM on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
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.