DIMENSIONAL FUND ADVISORS LP

Position in CRM — Salesforce, Inc.

CIK 354204 AUSTIN, TX

Back to CRM Full portfolio

Position in CRM

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$743,722,025

-$325,869,581 QoQ

Shares Held

3,984,154

-1.3% QoQ

Ownership

0.486%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83.10853445926037.ToString("F0")% Shared 7.691796050052282.ToString("F0")% None 9.199669490687358.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $7,507,646,700 across 119 Software - Application names. CRM ranks #1 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	3,984,154	$743,722,025
2	ADP	Automatic Data Processing Inc	2,413,934	$490,463,108
3	ADBE	Adobe Inc.	1,859,384	$451,979,060
4	UBER	Uber Technologies, Inc	5,834,231	$419,656,233
5	INTU	Intuit Inc.	803,267	$347,316,583
6	ADSK	Autodesk, Inc.	1,391,855	$333,210,085
7	PAYX	Paychex Inc	2,822,569	$260,015,053
8	ALIT	Alight, Inc. / Delaware	18,726,274	$218,235,995

All Filings in CRM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$743,722,025	3,984,154	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$1,069,591,606	4,037,566	-4.8%	Shares	Sole	2026-02-12
2025-09-30	$1,004,677,128	4,239,144	+3.8%	Shares	Sole	2025-11-12
2025-06-30	$1,113,698,680	4,084,120	-2.4%	Shares	Sole	2025-08-12
2025-03-31	$1,122,394,765	4,182,422	+8.1%	Shares	Sole	2025-05-13
2024-12-31	$1,293,846,399	3,869,968	-3.9%	Shares	Sole	2025-02-13
2024-09-30	$1,101,993,408	4,026,135	+15.3%	Shares	Sole	2024-11-07
2024-06-30	$897,943,086	3,492,583	+22.7%	Shares	Sole	2024-08-09
2024-03-31	$857,295,615	2,846,456	+10.5%	Shares	Sole	2024-05-10
2023-12-31	$678,103,620	2,576,969	-11.0%	Shares	Sole	2024-02-07
2023-09-30	$587,431,960	2,896,893	+4.2%	Shares	Sole	2023-11-09
2023-06-30	$587,514,480	2,781,002	+2.4%	Shares	Sole	2023-08-09
2023-03-31	$542,469,423	2,715,334	+2.4%	Shares	Sole	2023-05-12
2022-12-31	$351,464,663	2,650,763	+26.7%	Shares	Sole	2023-02-09
2022-09-30	$300,913,709	2,092,003	+11.3%	Shares	Defined	2022-11-10
2022-06-30	$310,199,114	1,879,539	+1.3%	Shares	Sole	2022-08-12
2022-03-31	$394,084,816	1,856,089	+18.5%	Shares	Defined	2022-05-13
2021-12-31	$397,950,045	1,565,931	+4.7%	Shares	Defined	2022-02-09
2021-09-30	$405,530,584	1,495,209	+2.7%	Shares	Defined	2021-11-12
2021-06-30	$355,682,279	1,456,103	+1.8%	Shares	Defined	2021-08-12
2021-03-31	$303,169,020	1,430,920	+2.3%	Shares	Defined	2021-05-14
2020-12-31	$311,122,308	1,398,114	+4.4%	Shares	Defined	2021-03-08
2020-09-30	$336,635,851	1,339,471	+0.8%	Shares	Defined	2020-11-12
2020-06-30	$249,047,929	1,329,461	+6.4%	Shares	Defined	2020-08-13
2020-03-31	$179,957,434	1,249,878	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.