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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
1,062
shares
|
$251,725
0.02% of portfolio
|
Q3 2025
Reduced 99.16%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
1,062
shares
|
$251,725
0.03% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,061
shares
|
$251,488
0.09% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
1,059
shares
|
$251,014
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,056
shares
|
$250,303
0.06% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
1,055
shares
|
$250,066
0.0% of portfolio
|
Q3 2025
Reduced 11.27%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
1,052
shares
|
$249,355
0.06% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
1,051
shares
|
$249,118
0.04% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$248,881
0.07% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$248,170
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,044
shares
|
$247,459
0.01% of portfolio
|
Q3 2025
Reduced 97.26%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
1,042
shares
|
$246,985
0.37% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,036
shares
|
$245,563
0.01% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 13, 2026 Q4 2025 |
1,036
shares
|
$245,563
0.05% of portfolio
|
Q4 2025
Reduced 0.77%
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
1,033
shares
|
$244,851
0.02% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
1,033
shares
|
$244,851
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
1,033
shares
|
$244,851
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,028
shares
|
$243,666
0.02% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
1,023
shares
|
$242,481
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
1,023
shares
|
$242,481
0.06% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
1,022
shares
|
$242,244
0.07% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Oct 22, 2025 Q3 2025 |
1,022
shares
|
$242,244
0.11% of portfolio
|
Q3 2025
Added 17.34%
|
|