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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
1,153
shares
|
$273,295
0.12% of portfolio
|
Q4 2025
Added 20.73%
|
|
|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$272,584
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,147
shares
|
$271,873
0.02% of portfolio
|
Q4 2025
Added 28.01%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
1,147
shares
|
$271,873
0.06% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
1,144
shares
|
$271,162
0.11% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
1,144
shares
|
$271,162
0.11% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Nov 07, 2025 Q3 2025 |
1,144
shares
|
$271,162
0.08% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,142
shares
|
$270,688
0.11% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
1,142
shares
|
$270,688
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
1,135
shares
|
$269,029
0.04% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
1,134
shares
|
$268,792
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
1,132
shares
|
$268,317
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,131
shares
|
$268,080
0.03% of portfolio
|
Q4 2025
Reduced 3.83%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Nov 10, 2025 Q3 2025 |
1,130
shares
|
$267,843
0.09% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
1,130
shares
|
$267,843
0.1% of portfolio
|
Q4 2025
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
1,129
shares
|
$267,606
0.04% of portfolio
|
Q3 2025
Reduced 47.68%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
1,129
shares
|
$267,606
0.13% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
1,125
shares
|
$266,658
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 27, 2025 Q3 2025 |
1,123
shares
|
$266,184
0.09% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
1,122
shares
|
$265,947
0.02% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
1,122
shares
|
$265,947
0.15% of portfolio
|
Q3 2025
Reduced 82.37%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
1,115
shares
|
$264,288
0.24% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Oct 15, 2025 Q3 2025 |
1,112
shares
|
$263,577
0.23% of portfolio
|
Q3 2025
Reduced 17.32%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
1,106
shares
|
$262,155
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$262,155
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|