Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,318 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
880
shares
|
$208,586
0.03% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
880
shares
|
$208,586
0.12% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
879
shares
|
$208,349
0.05% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
878
shares
|
$208,112
0.02% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
878
shares
|
$208,112
0.05% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Oct 29, 2025 Q3 2025 |
878
shares
|
$208,112
0.05% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
876
shares
|
$207,638
0.03% of portfolio
|
Q3 2025
Reduced 17.44%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 12, 2025 Q3 2025 |
875
shares
|
$207,401
0.12% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
874
shares
|
$207,164
0.03% of portfolio
|
Q3 2025
Reduced 67.62%
|
|
|
Kw Wealth Management LLC
Sacramento, CA |
Oct 17, 2025 Q3 2025 |
874
shares
|
$207,164
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
871
shares
|
$206,453
0.13% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
870
shares
|
$206,216
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
870
shares
|
$206,216
0.05% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
869
shares
|
$205,979
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 07, 2025 Q3 2025 |
869
shares
|
$205,979
0.19% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
868
shares
|
$205,742
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
867
shares
|
$205,505
0.06% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
866
shares
|
$205,267
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
862
shares
|
$204,319
0.1% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
862
shares
|
$204,319
0.04% of portfolio
|
Q3 2025
Reduced 10.4%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 17, 2025 Q3 2025 |
861
shares
|
$204,082
0.03% of portfolio
|
Q3 2025
Reduced 17.29%
|
|