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Public ownership evidence

Salesforce, Inc. (CRM) Ownership Disclosures

Read CRM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-09-212026-09-18Kirk David BlairP4,176Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-18 and its public availability date is 2026-09-21. Subtracting those calendar dates gives 3 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code P: a purchase. A purchase code is only one eligibility check. Confirm reporting-owner role, amendment lineage and coverage before treating it as a strategy input.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001108524-26-000212 ↗SEC 0001108524-26-000199 ↗SEC 0001108524-26-000199 ↗

Recent Form 4 activity

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2026-09-212026-09-18Kirk David BlairP4,176Not reported
2026-09-052026-09-04Conway CraigS3,082Not reported
2026-09-052026-09-04Conway CraigS1,418Not reported
2026-08-252026-08-22Milano MiguelA14,121Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29138$21,619None
Cornerstone Financial Management LLC2026-03-312026-08-2986$16,054None
Cornerstone Financial Management LLC2025-12-312026-08-2978$20,663None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-291,400$375,704Call
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2922,580$6,059,503None
Deeter Investments LLP2025-12-312026-08-291,000$264,910None
Advisors Asset Management, Inc.2021-12-312026-08-2819,748$5,018,559None
Advisors Asset Management, Inc.2022-12-312026-08-2814,563$1,930,908None
Advisors Asset Management, Inc.2020-06-302026-08-2823,077$4,323,014None
Advisors Asset Management, Inc.2022-06-302026-08-2817,831$2,943,000None
Advisors Asset Management, Inc.2021-09-302026-08-2824,480$6,639,000None
Corient Private Wealth LP2026-06-302026-08-28267,944$41,977,175None
Corient Private Wealth LP2026-06-302026-08-2815,393$2,411,430None
VELA Investment Management, LLC2026-06-302026-08-287,500$1,174,950Put
VELA Investment Management, LLC2026-06-302026-08-286,977$1,093,017None
VELA Investment Management, LLC2026-03-312026-08-285,000$933,350Put
VELA Investment Management, LLC2026-03-312026-08-289,107$1,700,004None
VELA Investment Management, LLC2025-12-312026-08-283,000$794,730Put
VELA Investment Management, LLC2025-12-312026-08-286,843$1,812,779None
Redwood Investment Management, LLC2025-03-312026-08-285,256$1,411,000None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-282,633$491,503None
Formuepleje A/S2026-03-312026-08-28156,139$29,146,467None
Formuepleje A/S2025-12-312026-08-28138,104$36,585,131None
Formuepleje A/S2025-09-302026-08-28147,364$34,925,268None
Reflection Asset Management2026-03-312026-08-275,514$1,029,140None
Legacy Edge Advisors, LLC2025-09-302026-08-271,701$403,137None
Principia Wealth Advisory, LLC2026-06-302026-08-2774$11,593None
Principia Wealth Advisory, LLC2026-03-312026-08-2763$11,760None
Advisors Asset Management, Inc.2024-03-312026-08-2716,227$4,887,248None
Advisors Asset Management, Inc.2025-03-312026-08-2727,790$7,457,724None
Advisors Asset Management, Inc.2022-09-302026-08-2715,915$2,289,000None
Advisors Asset Management, Inc.2020-12-312026-08-2730,878$6,871,000None
Advisors Asset Management, Inc.2022-03-312026-08-2719,687$4,179,944None
Advisors Asset Management, Inc.2023-06-302026-08-2711,423$2,413,223None
Advisors Asset Management, Inc.2023-09-302026-08-2711,824$2,397,671None
Advisors Asset Management, Inc.2023-03-312026-08-2713,568$2,710,615None
Advisors Asset Management, Inc.2021-03-312026-08-2731,525$6,679,202None
Advisors Asset Management, Inc.2021-06-302026-08-2731,740$7,753,000None
Advisors Asset Management, Inc.2020-09-302026-08-2730,405$7,641,385None
Advisors Asset Management, Inc.2025-09-302026-08-2731,075$7,364,775None
Advisors Asset Management, Inc.2023-12-312026-08-2712,900$3,394,506None
Dakota Wealth Management2025-09-302026-08-2733,370$7,909,309None
Dakota Wealth Management2025-12-312026-08-2737,196$9,854,438None
Dakota Wealth Management2026-03-312026-08-279,666$1,804,410None
Redwood Investment Management, LLC2025-09-302026-08-275,319$1,261,000None
Advus Financial Partners, LLC2026-06-302026-08-265,050$791,202None
Advus Financial Partners, LLC2026-03-312026-08-265,520$1,030,477None
Advus Financial Partners, LLC2025-12-312026-08-264,541$1,202,913None
Advus Financial Partners, LLC2025-09-302026-08-263,603$853,838None
Advus Financial Partners, LLC2025-06-302026-08-262,629$716,984None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗Deeter Investments LLP ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.