Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,315 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
911
shares
|
$215,934
0.03% of portfolio
|
Q3 2025
Reduced 36.34%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
910
shares
|
$215,697
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
909
shares
|
$215,460
0.07% of portfolio
|
Q3 2025
Added 6.69%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Oct 28, 2025 Q3 2025 |
905
shares
|
$214,512
0.19% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
904
shares
|
$214,275
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
901
shares
|
$213,564
0.07% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Mad River Investors
|
Oct 14, 2025 Q3 2025 |
900
shares
|
$213,327
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
898
shares
|
$212,852
0.02% of portfolio
|
Q3 2025
Reduced 24.22%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
897
shares
|
$212,615
0.03% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
897
shares
|
$212,615
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
895
shares
|
$212,141
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
894
shares
|
$211,904
0.05% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
894
shares
|
$211,904
0.12% of portfolio
|
Q3 2025
Reduced 22.66%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
893
shares
|
$211,667
0.05% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
892
shares
|
$211,430
0.19% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
892
shares
|
$211,430
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
892
shares
|
$211,430
0.02% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
892
shares
|
$211,430
0.08% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$210,956
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
887
shares
|
$210,245
0.03% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
884
shares
|
$209,534
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
882
shares
|
$209,060
0.03% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
882
shares
|
$209,060
0.05% of portfolio
|
Q3 2025
Added 19.35%
|
|