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 |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
852
shares
|
$201,949
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$201,949
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
850
shares
|
$201,475
0.03% of portfolio
|
Q2 2025
Added 115.19%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
849
shares
|
$201,238
0.03% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
848
shares
|
$201,001
0.06% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
847
shares
|
$200,764
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
847
shares
|
$200,764
0.08% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Warwick Investment Management, Inc.
|
Jan 15, 2026 Q4 2025 |
845
shares
|
$200,290
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
844
shares
|
$200,053
0.03% of portfolio
|
Q3 2025
Reduced 60.38%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Oct 31, 2025 Q3 2025 |
844
shares
|
$200,053
0.11% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
834
shares
|
$197,683
0.03% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jan 15, 2026 Q4 2025 |
834
shares
|
$197,683
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 15, 2026 Q4 2025 |
818
shares
|
$193,890
0.12% of portfolio
|
Q4 2025
Reduced 7.05%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$192,468
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
806
shares
|
$191,046
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
804
shares
|
$190,572
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
801
shares
|
$189,861
0.02% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
801
shares
|
$189,861
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
799
shares
|
$189,386
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
792
shares
|
$187,727
0.05% of portfolio
|
Q4 2025
Reduced 8.97%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 02, 2026 Q4 2025 |
791
shares
|
$187,490
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
787
shares
|
$186,542
0.01% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
777
shares
|
$184,172
0.01% of portfolio
|
Q4 2025
Reduced 31.72%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
775
shares
|
$183,698
0.19% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$182,750
0.02% of portfolio
|
Q4 2024
New holding
|
|