Salesforce, Inc.· CRM

🇺🇸 US · LargeSP500NYSE

Technology Software - Application Website

Price: $242.85
Day: -3.07%
Mkt Cap: $198.89B
52W Range: $146.32 – $269.11
Volume: 15.02M
Beta: 1.20

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.5 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 2,656 institutions hold; 1,010 added, 1,304 reduced
Insiders Q3 2026: no purchases, 2 sales ($1.2M)

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Salesforce, Inc.

CRM|Technology|Software - Application

Current price: $243

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 3.8 avg per quarter

Institutional net breadth · Q2 2026

-495

1,197 adding vs 1,692 reducing

Institutional ownership · Q2 2026

86.2%

2,656 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

72.7M

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

52.1M

-7.1%

STATE STREET CORP

44.9M

-3.0%

MORGAN STANLEY

23.3M

-22.1%

GEODE CAPITAL MANAGEMENT, LLC

19.8M

-5.6%

HARRIS ASSOCIATES L P

16.2M

+14.6%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

149

267

235

149 buying267 unchanged235 selling

651 funds held CRM in Q2 2026, holding 273.3M shares between them, down 5.5% on the quarter.

Largest fund holders

FORUM FUNDS33.4K sh

Series Portfolios Trust26.6K sh

PFM Multi-Manager Series Trust7.3K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Purchase · Dec 5

Morfit G Mason

$25.0M

Sale · Dec 2

Harris Parker

$13.5M

Sale · Dec 2

Harris Parker

$9.3M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

CRM Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.5/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

-48

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 2.5/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for CRM

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $1.2M (4.5K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

All sales came from a single insider

Buying seen in 6 of 15 quarters

Insider buying in 3 of the last 4 quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.03%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 3.2 avg per quarter

Q1 2026

Last insider purchase

buying in 6 of 16 quarters

Notable Recent Transactions, CRM

Top 8 highest-value insider trades from the last 8 quarters

Morfit G Mason

Director

Buy

96,000 shares at $260.58

≈3.2% of their stake after buying

Dec 5, 2025$25.02M

Harris Parker

Co-Founder and CTO, Slack

Sell

57,475 shares at $235.44

≈27.9% of their stake at the time

Dec 2, 2025$13.53M

Harris Parker

Co-Founder and CTO, Slack

Sell

39,442 shares at $234.61

≈16.1% of their stake at the time

Dec 2, 2025$9.25M

Harris Parker

Co-Founder and CTO, Slack

Sell

15,873 shares at $233.25

≈6.1% of their stake at the time

Dec 2, 2025$3.70M

Harris Parker

Co-Founder and CTO, Slack

Sell

13,225 shares at $232.52

≈4.8% of their stake at the time

Dec 2, 2025$3.08M

Harris Parker

Co-Founder and CTO, Slack

Sell

8,647 shares at $236.17

≈5.8% of their stake at the time

Dec 2, 2025$2.04M

KROES NEELIE

Director

Sell

3,893 shares at $238.70

≈34.8% of their stake at the time

Jan 14, 2026$929.28K

Kirk David Blair

Director

Buy

3,400 shares at $254.66

≈88.9% of their stake after buying

Sep 9, 2025$865.83K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for CRM

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bearish Signal

Institutions reducing exposure in Q2 2026

86.2% institutional ownership

Slight distribution: 1692 reducing vs 1197 adding

13F shares decreased by 4.4%, a notable change

Momentum weakening from prior quarter

-495

Net breadth

1,197 adding vs 1,692 reducing

Distributing

0.71

Add / reduce ratio

in Q2 2026

-201

New − closed

187 initiated, 388 exited

3 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+1197 growing-1692 shrinkingNet: -495

187

1010

1304

388

New (187)

Increased (1010)

Reduced (1304)

Closed (388)

Top Institutional Holders, CRM

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

72.7M

$11.4B

Ownership

8.87%

-3.4%

VANGUARD CAPITAL MANAGEMENT LLC

52.1M

$8.2B

Ownership

6.35%

-7.1%

STATE STREET CORP

44.9M

$7.1B

Ownership

5.47%

-3.0%

MORGAN STANLEY

23.3M

$3.7B

Ownership

2.84%

-22.1%

GEODE CAPITAL MANAGEMENT, LLC

19.8M

$3.1B

Ownership

2.42%

-5.6%

HARRIS ASSOCIATES L P

16.2M

$2.5B

Ownership

1.97%

+14.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

16.1M

$2.5B

Ownership

1.96%

-12.2%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

13.3M

$2.1B

Ownership

1.62%

+11.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 651 ETFs and mutual funds reporting

149 buying235 sellingNet: -86

149

267

235

Buying (149)

Unchanged (267)

Selling (235)

In total, funds bought 19.3M shares and sold 34.3M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

651 ETFs and mutual funds reporting

235 funds selling vs 149 buying

Top Fund Holders, CRM

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

FORUM FUNDS

33.4K

Weight

—

Jul 31, 2026No change

Series Portfolios Trust

26.6K

Weight

16.95%

Jul 31, 2026No change

PFM Multi-Manager Series Trust

7.3K

Weight

0.04%

Jun 30, 2026Increased

ProFunds

7.2K

Weight

0.06%

Jun 30, 2026Decreased

Calvert Variable Products, Inc.

7.0K

Weight

0.31%

Jun 30, 2026Decreased

RMB INVESTORS TRUST

7.0K

Weight

0.17%

Jun 30, 2026No change

RYDEX DYNAMIC FUNDS

7.0K

Weight

0.30%

Jun 30, 2026Increased

Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund

7.0K

Weight

3.61%

Jun 30, 2026Decreased

Salesforce, Inc.· CRM

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings188Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History500Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings188Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights