Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,313 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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
948
shares
|
$224,704
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 17, 2025 Q3 2025 |
948
shares
|
$224,704
0.11% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
944
shares
|
$223,756
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
944
shares
|
$223,756
0.21% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
942
shares
|
$223,282
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
940
shares
|
$222,808
0.14% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
938
shares
|
$222,334
0.0% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
938
shares
|
$222,334
0.14% of portfolio
|
Q3 2025
Reduced 60.22%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
937
shares
|
$222,097
0.29% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
936
shares
|
$221,860
0.12% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
933
shares
|
$221,148
0.07% of portfolio
|
Q3 2025
Added 24.57%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$220,200
0.03% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
929
shares
|
$220,200
0.09% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
928
shares
|
$219,963
0.1% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Nov 12, 2025 Q3 2025 |
928
shares
|
$219,963
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
926
shares
|
$219,489
0.18% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
925
shares
|
$219,252
0.06% of portfolio
|
Q3 2025
Reduced 28.96%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
920
shares
|
$218,067
0.05% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
918
shares
|
$217,593
0.04% of portfolio
|
Q4 2025
Added 22.56%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
918
shares
|
$217,593
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$217,356
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 14, 2025 Q3 2025 |
917
shares
|
$217,356
0.17% of portfolio
|
Q3 2025
Reduced 23.33%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Nov 04, 2025 Q3 2025 |
917
shares
|
$217,356
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
916
shares
|
$217,119
0.04% of portfolio
|
Q3 2025
Reduced 58.02%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
915
shares
|
$216,882
0.27% of portfolio
|
Q4 2024
Reduced 60.59%
|
|