# SALESFORCE INC (CRM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CRM/

- Reporting holders: 117
- Reported value: $340.0M
- Held through calls: 0.1%
- Held through puts: 1.6%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $84.5M | 367,924 | 1.1% | 9 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $37.9M | 165,114 | 1.0% | 28 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $29.2M | 127,153 | 1.7% | 5 |
| [Kessler Investment Group, LLC](https://holderbook.com/funds/1525947-kessler-investment-group-llc/) | $17.2M | 75,124 | 8.3% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.8M | 64,365 | 0.1% | 16 |
| [CACTI ASSET MANAGEMENT LLC](https://holderbook.com/funds/1452208-cacti-asset-management-llc/) | $14.4M | 64,070 | 0.8% | 1 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $12.0M | 52,139 | 2.2% | 21 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $8.3M | 36,067 | 0.2% | 32 |
| [PKO BP BANKOWY Universal Pension Society JSC](https://holderbook.com/funds/2055875-pko-bp-bankowy-universal-pension-society-jsc/) | $8.0M | 34,700 | 2.3% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $7.8M | 33,909 | 0.2% | 28 |
| [Deane Retirement Strategies, Inc.](https://holderbook.com/funds/1659346-deane-retirement-strategies-inc/) | $7.0M | 30,356 | 2.9% | 5 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $5.5M | 24,147 | 4.2% | 1 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $5.0M | 11,349 | 3.0% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $4.5M | 19,789 | 0.1% | 32 |
| [Iowa State Bank](https://holderbook.com/funds/1546967-iowa-state-bank/) | $4.5M | 19,538 | 0.8% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $4.5M | 19,496 | 0.2% | 12 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $4.1M | 17,872 | 0.3% | 7 |
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $3.5M | 15,131 | 0.3% | 17 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.6M | 11,421 | 0.1% | 20 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $2.5M | 10,757 | 0.2% | 32 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $2.3M | 10,164 | 0.2% | 32 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $2.2M | 9,499 | 0.5% | 32 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $2.2M | 9,413 | 0.1% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $2.1M | 9,292 | 0.2% | 22 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $2.0M | 8,682 | 0.3% | 25 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 117 | $340.0M |
| Q2 2026 | 2,503 | $136.5B |
| Q1 2026 | 2,691 | $156.1B |
| Q4 2025 | 2,967 | $264.2B |
| Q3 2025 | 2,817 | $196.4B |
| Q2 2025 | 2,973 | $223.7B |
| Q1 2025 | 2,966 | $220.9B |
| Q4 2024 | 3,117 | $273.7B |
| Q3 2024 | 2,664 | $225.0B |
| Q2 2024 | 2,647 | $216.3B |
| Q1 2024 | 2,770 | $263.6B |
| Q4 2023 | 2,616 | $225.8B |