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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
1,105
shares
|
$261,918
0.08% of portfolio
|
Q3 2025
Added 35.42%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 08, 2026 Q4 2025 |
1,101
shares
|
$260,970
0.08% of portfolio
|
Q4 2025
Reduced 10.2%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,100
shares
|
$260,733
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
1,100
shares
|
$260,733
0.01% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Oct 07, 2025 Q3 2025 |
1,099
shares
|
$260,495
0.2% of portfolio
|
Q3 2025
Reduced 13.6%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
1,094
shares
|
$259,310
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,093
shares
|
$259,073
0.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
1,092
shares
|
$258,836
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
1,090
shares
|
$258,362
0.05% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,083
shares
|
$256,703
0.02% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
1,082
shares
|
$256,466
0.1% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,080
shares
|
$255,992
0.04% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,079
shares
|
$255,755
0.1% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
1,078
shares
|
$255,518
0.01% of portfolio
|
Q4 2025
Added 10.45%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
1,077
shares
|
$255,281
0.02% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
1,076
shares
|
$255,044
0.09% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,075
shares
|
$254,807
0.02% of portfolio
|
Q3 2025
Reduced 17.81%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
1,075
shares
|
$254,807
0.07% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
1,075
shares
|
$254,807
0.03% of portfolio
|
Q4 2025
Reduced 69.96%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$254,096
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
1,071
shares
|
$253,859
0.12% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$253,859
0.76% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,070
shares
|
$253,622
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,065
shares
|
$252,436
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Jan 13, 2026 Q4 2025 |
1,065
shares
|
$252,436
0.09% of portfolio
|
Q4 2025
Added 0.19%
|
|