SALESFORCE INC (CRM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
117
Reporting holders
$340.0M
Reported value
0.1%
Calls
1.6%
Puts
-2,386
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $84.5M | 367,924 | 1.13% | 9q | +1.2%+$981.6K |
| PARK NATIONAL CORP /OH/ | $37.9M | 165,114 | 1.03% | 28q | -12.5%-$5.4M |
| VALLEY WEALTH MANAGERS, INC. | $29.2M | 127,153 | 1.66% | 5q | -0.7%-$209.4K |
| Kessler Investment Group, LLC | $17.2M | 75,124 | 8.32% | 3q | -7.8%-$1.5M |
| Farther Finance Advisors, LLC | $16.8M | 64,365 | 0.12% | 16q | +6.3%+$989.7K |
| CACTI ASSET MANAGEMENT LLC | $14.4M | 64,070 | 0.76% | new | NEW |
| Paragon Capital Management Ltd | $12.0M | 52,139 | 2.20% | 21q | HELD |
| MassMutual Private Wealth & Trust, FSB | $8.3M | 36,067 | 0.22% | 32q | HELD |
| PKO BP BANKOWY Universal Pension Society JSC | $8.0M | 34,700 | 2.34% | 3q | -3.6%-$298.4K |
| Venture Visionary Partners LLC | $7.8M | 33,909 | 0.20% | 28q | +5.3%+$391.4K |
| Deane Retirement Strategies, Inc. | $7.0M | 30,356 | 2.85% | 5q | -0.9%-$60.6K |
| Kennon-Green & Company, LLC | $5.5M | 24,147 | 4.25% | new | NEW |
| Williams & Novak Wealth Management, LLC | $5.0M | 11,349 | 2.98% | 3q | +0.5%+$25.3K |
| Valeo Financial Advisors, LLC | $4.5M | 19,789 | 0.10% | 32q | +1.8%+$79.4K |
| Iowa State Bank | $4.5M | 19,538 | 0.76% | 32q | +2.4%+$104.0K |
| GAMMA Investing LLC | $4.5M | 19,496 | 0.15% | 12q | +30.4%+$1.0M |
| FIRST FINANCIAL BANK - TRUST DIVISION | $4.1M | 17,872 | 0.30% | 7q | +3.2%+$127.9K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $3.5M | 15,131 | 0.30% | 17q | +1.6%+$53.0K |
| Wedmont Private Capital | $2.6M | 11,421 | 0.06% | 20q | -5.7%-$157.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 10,757 | 0.20% | 32q | +14.9%+$320.3K |
| Trust Co | $2.3M | 10,164 | 0.20% | 32q | +48.7%+$763.8K |
| Boltwood Capital Management | $2.2M | 9,499 | 0.49% | 32q | -2.1%-$47.5K |
| Quintet Private Bank (Europe) S.A. | $2.2M | 9,413 | 0.09% | 16q | +154.5%+$1.3M |
| Bangor Savings Bank | $2.1M | 9,292 | 0.16% | 22q | -5.1%-$115.5K |
| TLWM | $2.0M | 8,682 | 0.32% | 25q | -0.8%-$16.8K |
| Apella Capital, LLC | $2.0M | 8,654 | 0.02% | 12q | +59.7%+$734.9K |
| HF Advisory Group, LLC | $1.9M | 8,216 | 0.56% | 16q | -22.8%-$558.1K |
| Atlas Brown,Inc. | $1.8M | 7,963 | 0.48% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $1.7M | 7,537 | 0.05% | 11q | +24.3%+$338.4K |
| CENTRAL BANK & TRUST CO | $1.6M | 6,787 | 0.22% | 32q | +67.9%+$630.2K |
| Ridgewood Investments LLC | $1.5M | 6,640 | 0.56% | 14q | -1.7%-$27.1K |
| Cooper Financial Group | $1.5M | 6,466 | 0.12% | 29q | +4.3%+$61.8K |
| ANB BANK | $1.4M | 6,281 | 0.51% | 8q | +5.0%+$68.9K |
| EASTERN BANK | $1.4M | 6,213 | 0.02% | 32q | +5.5%+$74.4K |
| Nautilus Advisors LLC | $1.4M | 6,029 | 0.84% | 8q | -1.3%-$17.7K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $1.3M | 5,861 | 0.26% | 24q | -6.8%-$98.5K |
| Canandaigua National Trust Co of Florida | $1.3M | 5,565 | 0.71% | 8q | +35.0%+$331.3K |
| Everhart Financial Group, Inc. | $1.3M | 5,552 | 0.08% | 15q | +26.8%+$269.3K |
| ROCKLAND TRUST CO | $1.2M | 5,234 | 0.05% | 6q | -6.5%-$84.0K |
| Grove Bank & Trust | $1.2M | 5,128 | 0.12% | 32q | -16.9%-$239.9K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.1M | 4,759 | 0.78% | 4q | -13.5%-$170.1K |
| Persium Advisors, LLC | $1.0M | 4,466 | 0.54% | 8q | -48.6%-$970.6K |
| Legacy Private Trust Co. | $987.6K | 4,302 | 0.05% | 21q | -45.9%-$837.5K |
| CenterStar Asset Management, LLC | $987.2K | options only | 0.23% | 2q | OPTIONS |
| Emprise Bank | $914.6K | 3,984 | 0.35% | 11q | +0.7%+$6.0K |
| Roxbury Financial LLC | $903.3K | 3,835 | 0.69% | 8q | -2.9%-$26.9K |
| Adelphi Trust Co | $896.0K | 3,903 | 0.59% | 4q | +2.4%+$21.4K |
| ACT WEALTH MANAGEMENT, LLC | $886.8K | 3,863 | 0.26% | 3q | +1.6%+$13.8K |
| Breakwater Capital Group | $815.0K | 3,550 | 0.10% | 12q | +2.7%+$21.4K |
| Financial Enhancement Group LLC | $794.3K | 1,837 | 0.09% | 7q | -11.9%-$107.2K |
| Miller Global Investments, LLC | $788.8K | 3,436 | 0.64% | 4q | HELD |
| Crumly & Associates Inc. | $779.6K | 3,396 | 0.14% | 14q | +1.5%+$11.5K |
| Prota Financial, LLC | $728.8K | 3,079 | 0.47% | 4q | -7.0%-$55.1K |
| Wisconsin Wealth Advisors, LLC | $695.1K | 3,028 | 0.58% | 8q | +3.1%+$20.9K |
| Investment Partners Asset Management, Inc. | $648.8K | 2,826 | 0.35% | 12q | -2.4%-$15.8K |
| Versant Capital Management, Inc | $630.4K | 2,746 | 0.05% | 32q | +2.8%+$17.4K |
| DLK Investment Management, LLC | $581.4K | 2,533 | 0.21% | 10q | +143.8%+$342.9K |
| Green Ridge Wealth Planning LLC | $556.7K | 2,425 | 0.22% | 4q | -8.7%-$53.0K |
| Wealth Science Advisors LLC | $526.9K | 2,295 | 0.22% | 3q | -3.1%-$16.8K |
| CoreCap Advisors, LLC | $517.3K | 2,253 | 0.01% | 15q | +8.5%+$40.6K |
| EPIQ PARTNERS, LLC | $478.4K | 2,084 | 0.21% | 15q | +1.1%+$5.3K |
| GK Wealth Management LLC | $473.2K | 2,061 | 0.27% | 2q | -29.7%-$200.0K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $461.9K | 2,012 | 0.01% | 15q | -11.3%-$58.8K |
| Retireful, LLC | $440.1K | 1,917 | 0.38% | new | NEW |
| Worth Asset Management, LLC | $426.1K | 1,856 | 0.12% | new | NEW |
| Kaizen Financial Strategies | $415.4K | 1,809 | 0.16% | 23q | -28.9%-$168.5K |
| Acropolis Investment Management, LLC | $404.3K | 1,761 | 0.02% | 5q | -28.3%-$159.6K |
| Investors Research Corp | $401.7K | 1,750 | 0.07% | 31q | -4.6%-$19.5K |
| Veery Capital, LLC | $391.7K | 1,706 | 0.10% | 15q | +13.0%+$45.0K |
| Pioneer Wealth Management Group | $359.0K | 1,564 | 0.08% | 11q | +1.3%+$4.6K |
| Intelligence Driven Advisers, LLC | $345.8K | 1,506 | 0.06% | new | NEW |
| Bill Few Associates, Inc. | $335.2K | 1,460 | 0.07% | 3q | HELD |
| Mirador Capital Partners LP | $331.3K | 1,443 | 0.04% | 30q | -32.3%-$157.7K |
| Balefire, LLC | $323.3K | 1,408 | 0.05% | 6q | -22.5%-$93.9K |
| YHB Investment Advisors, Inc. | $322.8K | 1,406 | 0.02% | new | NEW |
| David J Yvars Group | $300.8K | 1,310 | 0.14% | 24q | HELD |
| INSPIRION WEALTH ADVISORS, LLC | $286.5K | 1,248 | 0.03% | 3q | HELD |
| BENEDICT FINANCIAL ADVISORS INC | $278.7K | 1,214 | 0.06% | new | NEW |
| Noble Wealth Management PBC | $278.0K | 211 | 0.12% | 7q | HELD |
| Hamilton Capital, LLC | $277.8K | 1,210 | 0.02% | new | NEW |
| Gradient Investments LLC | $273.2K | 1,190 | 0.00% | new | NEW |
| AMERICAN NATIONAL BANK & TRUST | $261.7K | 1,140 | 0.02% | 30q | -3.8%-$10.3K |
| First Heartland Consultants, Inc. | $255.7K | 1,114 | 0.02% | new | NEW |
| New Covenant Trust Company, N.A. | $253.0K | 1,102 | 0.18% | new | NEW |
| Trinity Financial Advisors LLC | $245.7K | 1,068 | 0.06% | new | NEW |
| Montecito Bank & Trust | $236.0K | 1,028 | 0.04% | 12q | -41.5%-$167.6K |
| SAPIENT CAPITAL LLC | $234.4K | 1,019 | 0.00% | 12q | -77.0%-$785.5K |
| Peoples Bank/KS | $217.9K | 949 | 0.21% | new | NEW |
| BURKETT FINANCIAL SERVICES, LLC | $216.7K | 944 | 0.07% | 12q | +17.1%+$31.7K |
| GILPIN WEALTH MANAGEMENT, LLC | $212.6K | 926 | 0.14% | 4q | +826.0%+$189.6K |
| FINANCIAL MANAGEMENT NETWORK INC | $203.7K | 868 | 0.03% | new | NEW |
| GoalVest Advisory LLC | $187.3K | 816 | 0.03% | 22q | HELD |
| Byrne Asset Management LLC | $126.4K | 534 | 0.07% | 20q | -10.1%-$14.2K |
| Dakota Community Bank & Trust NA | $93.2K | 406 | 0.27% | 16q | +78.9%+$41.1K |
| Bullock Wealth Management Group | $81.6K | 345 | 0.03% | 11q | +109.1%+$42.6K |
| FIRST COMMUNITY TRUST NA | $76.9K | 335 | 0.03% | 16q | HELD |
| Rosenberg Matthew Hamilton | $76.2K | 332 | 0.01% | 21q | HELD |
| Bank & Trust Co | $68.6K | 299 | 0.04% | 10q | HELD |
| ATWOOD & PALMER INC | $60.9K | 265 | 0.00% | 21q | HELD |
| Hickory Point Bank & Trust | $57.4K | 250 | 0.03% | 3q | -28.6%-$23.0K |
Showing the largest 100 of 123 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-04 | 2026-09-02 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-04 | Conway Craig | Director | Sold | 4,500 | $1.2M ×2 |
| 2026-09-18 | Kirk David Blair | Director | Bought | 4,176 | $999.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 117 | $340.0M | 1,456,029 | 15 | 38 | 46 | 1.8% |
| Q2 2026 | 2,503 | $136.5B | 761,191,843 | 166 | 814 | 1,233 | 12.5% |
| Q1 2026 | 2,691 | $156.1B | 748,659,181 | 204 | 1,031 | 1,142 | 10.4% |
| Q4 2025 | 2,967 | $264.2B | 815,605,858 | 199 | 1,030 | 1,186 | 5.1% |
| Q3 2025 | 2,817 | $196.4B | 772,892,918 | 171 | 1,086 | 1,163 | 6.7% |
| Q2 2025 | 2,973 | $223.7B | 777,807,460 | 198 | 1,327 | 986 | 5.3% |
| Q1 2025 | 2,966 | $220.9B | 782,926,947 | 169 | 1,381 | 921 | 5.0% |
| Q4 2024 | 3,117 | $273.7B | 775,641,088 | 316 | 1,087 | 953 | 5.4% |
| Q3 2024 | 2,664 | $225.0B | 781,267,473 | 177 | 1,032 | 933 | 4.9% |
| Q2 2024 | 2,647 | $216.3B | 786,968,977 | 151 | 1,179 | 897 | 6.5% |
| Q1 2024 | 2,770 | $263.6B | 842,025,490 | 254 | 1,042 | 953 | 4.0% |
| Q4 2023 | 2,616 | $225.8B | 812,300,099 | 246 | 918 | 829 | 5.4% |
| Q3 2023 | 2,300 | $170.1B | 797,427,235 | 121 | 878 | 804 | 4.8% |
| Q2 2023 | 2,312 | $170.7B | 767,778,280 | 205 | 824 | 870 | 5.0% |
| Q1 2023 | 2,193 | $171.2B | 807,979,245 | 319 | 778 | 743 | 6.1% |
| Q4 2022 | 2,029 | $107.4B | 764,342,475 | 127 | 579 | 979 | 5.6% |
| Q3 2022 | 2,055 | $118.1B | 775,120,951 | 101 | 845 | 790 | 5.5% |
| Q2 2022 | 2,140 | $135.8B | 777,712,390 | 132 | 905 | 797 | 5.5% |
| Q1 2022 | 2,280 | $213.4B | 964,378,274 | 135 | 1,029 | 764 | 4.1% |
| Q4 2021 | 2,361 | $213.1B | 776,705,595 | 124 | 1,024 | 640 | 7.4% |
| Q3 2021 | 2,191 | $274.6B | 952,181,747 | 210 | 1,115 | 489 | 6.0% |
| Q2 2021 | 2,072 | $237.5B | 917,150,030 | 196 | 879 | 627 | 5.7% |
| Q1 2021 | 1,989 | $164.5B | 714,626,166 | 154 | 927 | 618 | 8.0% |
| Q4 2020 | 2,009 | $185.7B | 739,273,940 | 167 | 945 | 500 | 10.4% |
| Q3 2020 | 1,846 | $200.2B | 747,229,529 | 227 | 686 | 641 | 6.3% |
| Q2 2020 | 1,713 | $144.7B | 746,757,054 | 210 | 745 | 527 | 3.4% |
| Q1 2020 | 1,628 | $111.9B | 749,403,554 | 175 | 697 | 525 | 3.7% |
| Q4 2019 | 1,592 | $126.6B | 750,285,912 | 137 | 592 | 458 | 3.6% |
| Q3 2019 | 1,433 | $112.2B | 725,976,013 | 146 | 680 | 384 | 4.0% |
| Q2 2019 | 1,387 | $106.1B | 662,354,660 | 105 | 648 | 377 | 5.3% |
| Q1 2019 | 1,426 | $104.9B | 641,961,660 | 188 | 602 | 383 | 3.1% |
| Q4 2018 | 1,318 | $93.1B | 651,585,595 | 16 | 27 | 17 | 4.1% |