Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,321 institutions that hold shares in the stock, with a total of 764 Million shares, which have been reported (via 13F filing form) to have a value of $181 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,399
shares
|
$331,604
0.03% of portfolio
|
Q4 2025
Reduced 78.58%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
1,396
shares
|
$330,893
0.29% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,394
shares
|
$330,419
0.25% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$329,945
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
1,389
shares
|
$329,234
0.1% of portfolio
|
Q2 2025
Reduced 28.08%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 12, 2025 Q3 2025 |
1,385
shares
|
$328,286
0.15% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,385
shares
|
$328,286
0.25% of portfolio
|
Q3 2025
Added 28.84%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
1,382
shares
|
$327,575
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Chiron Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,381
shares
|
$327,338
0.29% of portfolio
|
Q3 2025
Added 83.4%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$326,864
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,379
shares
|
$326,864
0.01% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
1,378
shares
|
$326,627
0.11% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
1,375
shares
|
$325,916
0.06% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,374
shares
|
$325,679
0.01% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
1,374
shares
|
$325,679
0.04% of portfolio
|
Q3 2025
Reduced 38.39%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,372
shares
|
$325,205
0.05% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
1,372
shares
|
$325,205
0.03% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,370
shares
|
$324,731
0.02% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
1,366
shares
|
$323,782
0.04% of portfolio
|
Q3 2025
Added 24.18%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
1,363
shares
|
$323,071
0.04% of portfolio
|
Q3 2025
Reduced 89.4%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
1,361
shares
|
$322,597
0.15% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,354
shares
|
$320,938
0.07% of portfolio
|
Q3 2025
Added 254.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
1,354
shares
|
$320,938
0.04% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,353
shares
|
$320,701
0.15% of portfolio
|
Q3 2025
Reduced 23.39%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
1,351
shares
|
$320,227
0.08% of portfolio
|
Q4 2025
Added 2.04%
|
|