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 |
|---|---|---|---|---|---|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2025 Q3 2025 |
1,241
shares
|
$294,154
0.25% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,240
shares
|
$293,917
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
1,240
shares
|
$293,917
0.19% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
1,239
shares
|
$293,680
0.34% of portfolio
|
Q3 2025
Reduced 33.17%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
1,237
shares
|
$293,206
0.08% of portfolio
|
Q4 2025
Added 3.08%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
1,236
shares
|
$292,969
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
1,234
shares
|
$292,495
0.07% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,233
shares
|
$292,257
0.11% of portfolio
|
Q3 2025
Added 23.55%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,230
shares
|
$291,546
0.19% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
1,229
shares
|
$291,309
0.07% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,226
shares
|
$290,598
0.11% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Jan 14, 2026 Q4 2025 |
1,224
shares
|
$290,124
0.15% of portfolio
|
Q4 2025
Added 1.41%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,221
shares
|
$289,413
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
1,220
shares
|
$289,176
0.06% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 08, 2026 Q4 2025 |
1,219
shares
|
$288,939
0.32% of portfolio
|
Q4 2025
Reduced 3.94%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$287,754
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,208
shares
|
$286,332
0.12% of portfolio
|
Q3 2025
Reduced 66.52%
|
|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
1,207
shares
|
$286,095
0.04% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
1,207
shares
|
$286,095
0.1% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,205
shares
|
$285,621
0.08% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,205
shares
|
$285,621
0.04% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
1,205
shares
|
$285,621
0.12% of portfolio
|
Q3 2025
Reduced 11.79%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
1,203
shares
|
$285,147
0.06% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
1,201
shares
|
$284,673
0.05% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,200
shares
|
$284,436
0.16% of portfolio
|
Q3 2025
Reduced 32.62%
|
|