Stocklore

Salesforce, Inc. (CRM)

Software · US stock

What changed in recent filings

  • Risk factors — 1 added · new: Sales to larger enterprise customers may in…10-K Jan 31, 2025 → Jan 31, 2026 · filed 5 months ago

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

Institutions holding Salesforce, Inc.

How many of the institutions we track reported this stock among their largest positions, quarter by quarter.

2019 Q1 · 42019 Q2 · 42019 Q3 · 52019 Q4 · 52020 Q1 · 32020 Q2 · 12020 Q3 · 22020 Q4 · 02021 Q2 · 12021 Q3 · 12021 Q4 · 02022 Q2 · 12022 Q3 · 22022 Q4 · 52023 Q1 · 82023 Q2 · 32023 Q3 · 32023 Q4 · 82024 Q1 · 62024 Q2 · 22024 Q3 · 32024 Q4 · 42025 Q1 · 42025 Q2 · 42025 Q3 · 32025 Q4 · 42026 Q1 · 119 Q122 Q426 Q1max 8

2019 Q1: 4 → 2026 Q1: 1 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

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.

ETFs holding Salesforce, Inc.

Per SEC N-PORT · 2026-04-30 · by weight · factual

DIA
2.19%
XLKState Street(R) Technology Select Sector SPDR(R) ETF
1.56%
VOOVANGUARD 500 INDEX FUND
0.31%
SPY
0.31%
IVViShares Core S&P 500 ETF
0.31%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.28%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.26%
RSPInvesco S&P 500 Equal Weight ETF
0.16%

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 vs 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.

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, 45-day delay), 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.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea