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 |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,350
shares
|
$319,990
0.06% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,349
shares
|
$319,753
0.08% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
1,346
shares
|
$319,042
0.1% of portfolio
|
Q3 2025
Added 16.44%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
1,345
shares
|
$318,805
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
1,342
shares
|
$318,094
0.09% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
1,341
shares
|
$317,857
0.11% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
1,337
shares
|
$316,909
0.03% of portfolio
|
Q3 2025
Reduced 47.36%
|
|
|
Bank Of Stockton
|
Oct 29, 2025 Q3 2025 |
1,336
shares
|
$316,672
0.09% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
1,331
shares
|
$315,486
0.16% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
1,327
shares
|
$314,538
0.17% of portfolio
|
Q4 2025
Reduced 4.87%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,324
shares
|
$313,827
0.0% of portfolio
|
Q3 2025
Reduced 28.28%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
1,324
shares
|
$313,827
0.04% of portfolio
|
Q3 2025
Reduced 20.58%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,324
shares
|
$313,827
0.11% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,320
shares
|
$312,879
0.11% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$312,642
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
1,317
shares
|
$312,168
0.18% of portfolio
|
Q4 2025
Added 5.02%
|
|
|
First Financial Corp
|
Jan 13, 2026 Q4 2025 |
1,313
shares
|
$311,220
0.12% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
1,307
shares
|
$309,798
0.07% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,305
shares
|
$309,324
0.03% of portfolio
|
Q3 2025
Added 37.37%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,303
shares
|
$308,850
0.23% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Fosun International LTD
|
Nov 14, 2025 Q3 2025 |
1,302
shares
|
$308,613
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$308,139
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
1,300
shares
|
$308,139
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
1,293
shares
|
$306,479
0.15% of portfolio
|
Q3 2025
Added 58.26%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,291
shares
|
$306,005
0.0% of portfolio
|
Q3 2025
Added 21.56%
|
|