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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,018
shares
|
$241,296
0.03% of portfolio
|
Q3 2025
Added 20.76%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
1,018
shares
|
$241,296
0.03% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$241,296
0.31% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
1,016
shares
|
$240,822
0.15% of portfolio
|
Q4 2025
Reduced 9.29%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
1,015
shares
|
$240,585
0.02% of portfolio
|
Q3 2025
Reduced 12.73%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
1,015
shares
|
$240,585
0.17% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
1,012
shares
|
$239,874
0.03% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
1,011
shares
|
$239,637
0.11% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,009
shares
|
$239,163
0.07% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Dec 08, 2025 Q3 2025 |
1,006
shares
|
$238,452
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
1,005
shares
|
$238,215
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,003
shares
|
$237,741
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,001
shares
|
$237,267
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$237,030
0.09% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
1,000
shares
|
$237,030
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$237,030
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$237,030
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
999
shares
|
$236,792
0.05% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
994
shares
|
$235,607
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
993
shares
|
$235,370
0.07% of portfolio
|
Q4 2025
Added 9.24%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2026 Q4 2025 |
993
shares
|
$235,370
0.11% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Capital Square, LLC
|
Nov 21, 2025 Q3 2025 |
992
shares
|
$235,133
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
987
shares
|
$233,948
0.09% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Nov 06, 2025 Q3 2025 |
983
shares
|
$233,000
0.06% of portfolio
|
Q3 2025
Reduced 41.0%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
979
shares
|
$232,052
0.01% of portfolio
|
Q4 2025
Added 11.25%
|
|