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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,200
shares
|
$284,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
1,193
shares
|
$282,776
0.03% of portfolio
|
Q3 2025
Reduced 28.99%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
1,189
shares
|
$281,828
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
1,189
shares
|
$281,828
0.03% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
1,188
shares
|
$281,591
0.06% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
1,187
shares
|
$281,354
0.05% of portfolio
|
Q3 2025
Reduced 17.45%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
1,185
shares
|
$280,880
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
1,179
shares
|
$279,458
0.07% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,175
shares
|
$278,510
0.1% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
1,170
shares
|
$277,325
0.06% of portfolio
|
Q4 2025
Reduced 7.87%
|
|
|
Powers Advisory Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,167
shares
|
$276,614
0.11% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
1,167
shares
|
$276,614
0.08% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
1,167
shares
|
$276,614
0.01% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,167
shares
|
$276,614
0.07% of portfolio
|
Q3 2025
Reduced 49.19%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
1,167
shares
|
$276,614
0.06% of portfolio
|
Q3 2025
Reduced 52.75%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
1,165
shares
|
$276,139
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$275,902
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,161
shares
|
$275,191
0.06% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,161
shares
|
$275,191
0.13% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
1,161
shares
|
$275,191
0.12% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,161
shares
|
$275,191
0.03% of portfolio
|
Q3 2025
Reduced 35.82%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
1,159
shares
|
$274,717
0.09% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
1,153
shares
|
$273,295
0.12% of portfolio
|
Q4 2025
Added 20.73%
|
|