Salesforce Inc (CRM) 13F Holders & Ownership Data (2541 Funds, Q2 2026)

CRM ranks #86 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CRM is a top-conviction position for Independent Franchise Partners LLP — at 6.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in CRM belongs to BlackRock, Inc., but the position matters far more to Independent Franchise Partners LLP, who has 6.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Banque Pictet & Cie SA has added to its CRM position for two straight quarters, increasing it by $30.1M to reach $77.9M today.

Howard Capital Management Group, LLC has trimmed its CRM position for two straight quarters, cutting it by $23.8M while still holding $9.2K.

CRM is down 2.4% today, but institutions show net buying of $22.6B this quarter — a divergence between today's price move and the underlying institutional flow.

CRM posted net income of $9.7B over the trailing twelve months, and currently trades at a P/E of 23.8.

• Profitable — net income of $9.7B over the trailing twelve months
• Revenue grew 11.2% year over year
• Net income improved year over year, from $6.7B to $9.7B
• Generated $15.0B in positive operating cash flow
• Current ratio of 0.76x — below the conventional 1.5x liquidity buffer
• Liabilities run 0.90x equity — within a conventional range