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 |
|---|---|---|---|---|---|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
978
shares
|
$231,815
0.08% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
975
shares
|
$231,104
0.06% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
975
shares
|
$231,104
0.21% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
974
shares
|
$230,867
0.09% of portfolio
|
Q2 2025
Reduced 35.58%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
973
shares
|
$230,630
0.2% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
971
shares
|
$230,156
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
970
shares
|
$229,919
0.09% of portfolio
|
Q3 2025
Reduced 24.51%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
969
shares
|
$229,682
0.06% of portfolio
|
Q3 2025
Reduced 21.22%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jan 13, 2026 Q4 2025 |
968
shares
|
$229,445
0.22% of portfolio
|
Q4 2025
Added 11.39%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
967
shares
|
$229,208
0.05% of portfolio
|
Q4 2025
Reduced 61.55%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
966
shares
|
$228,970
0.0% of portfolio
|
Q4 2025
Reduced 12.1%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 06, 2025 Q3 2025 |
964
shares
|
$228,496
0.16% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
961
shares
|
$227,785
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
961
shares
|
$227,785
0.04% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
961
shares
|
$227,785
0.12% of portfolio
|
Q4 2025
Reduced 41.44%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
960
shares
|
$227,548
0.05% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
960
shares
|
$227,548
0.14% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
959
shares
|
$227,311
0.34% of portfolio
|
Q3 2025
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
958
shares
|
$227,074
0.02% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 10, 2025 Q3 2025 |
955
shares
|
$226,363
0.18% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
955
shares
|
$226,363
0.42% of portfolio
|
Q3 2025
Reduced 17.53%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$226,126
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
953
shares
|
$225,889
0.04% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
952
shares
|
$225,652
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pvg Asset Management Corp
Golden, CO |
Dec 31, 2025 Q3 2025 |
952
shares
|
$225,652
1.01% of portfolio
|
Q3 2025
New holding
|
|