Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,322 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 |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
1,291
shares
|
$306,005
0.0% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Mechanics Bank Trust Department
|
Jan 14, 2026 Q4 2025 |
1,290
shares
|
$305,768
0.04% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,290
shares
|
$305,768
0.01% of portfolio
|
Q4 2025
Reduced 8.51%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
1,286
shares
|
$304,820
0.03% of portfolio
|
Q3 2025
Added 61.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$304,820
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,285
shares
|
$304,583
0.13% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
1,285
shares
|
$304,583
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$304,346
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
1,283
shares
|
$304,109
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 16, 2026 Q4 2025 |
1,281
shares
|
$303,635
0.08% of portfolio
|
Q4 2025
Added 30.32%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
1,278
shares
|
$302,924
0.01% of portfolio
|
Q3 2025
Reduced 50.73%
|
|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,277
shares
|
$302,687
0.03% of portfolio
|
Q3 2025
Reduced 25.06%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
1,275
shares
|
$302,213
0.08% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
1,275
shares
|
$302,213
0.08% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
1,274
shares
|
$301,976
0.14% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
1,271
shares
|
$301,265
0.02% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
1,268
shares
|
$300,554
0.1% of portfolio
|
Q3 2025
Added 310.36%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
1,267
shares
|
$300,317
0.12% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Sitrin Capital Management LLC
|
Oct 22, 2025 Q3 2025 |
1,266
shares
|
$300,079
0.16% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
1,265
shares
|
$299,842
0.09% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
1,260
shares
|
$298,657
0.06% of portfolio
|
Q3 2025
Reduced 43.04%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,260
shares
|
$298,657
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
1,255
shares
|
$297,472
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
1,249
shares
|
$296,050
0.09% of portfolio
|
Q1 2025
Added 105.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,246
shares
|
$295,339
0.04% of portfolio
|
Q3 2025
Added 17.0%
|
|