Dimensional Fund Advisors Boosts Salesforce Stake

Asset management firm increases holdings in CRM by 3.8% in Q3

Mar. 4, 2026 at 10:07am by Ben Kaplan

Got story updates? Submit your updates here. ›

Dimensional Fund Advisors LP increased its stake in Salesforce Inc. (NYSE:CRM) by 3.8% in the third quarter, according to the company's latest 13F filing with the Securities and Exchange Commission. The firm now owns 4,239,144 shares of the CRM provider's stock, worth approximately $1 billion.

Why it matters

Dimensional Fund Advisors is a major institutional investor, and its increased stake in Salesforce signals continued confidence in the cloud software company's growth prospects. Salesforce has been a Wall Street darling, but the stock has faced some headwinds recently amid broader market volatility.

The details

According to the 13F filing, Dimensional Fund Advisors purchased an additional 155,024 shares of Salesforce during the third quarter, bringing its total position to 4,239,144 shares. This represents about 0.45% of Salesforce's outstanding shares. The asset management firm is one of the largest institutional investors in Salesforce, which has a market capitalization of around $184 billion.

  • Dimensional Fund Advisors increased its Salesforce stake in the third quarter of 2026.

The players

Dimensional Fund Advisors LP

A global asset management firm that oversees over $600 billion in assets.

Salesforce Inc.

A leading provider of cloud-based customer relationship management (CRM) software and other enterprise applications.

Got photos? Submit your photos here. ›

The takeaway

Dimensional Fund Advisors' increased stake in Salesforce suggests the asset manager remains bullish on the company's long-term growth prospects, even as the stock has faced some near-term volatility. This vote of confidence from a major institutional investor could help bolster sentiment around Salesforce.