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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
783
shares
|
$185,594
0.13% of portfolio
|
Q3 2025
Added 17.22%
|
|
|
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
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
765
shares
|
$181,327
0.12% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
758
shares
|
$179,668
0.22% of portfolio
|
Q3 2025
Reduced 24.65%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
757
shares
|
$179,431
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
733
shares
|
$173,742
0.05% of portfolio
|
Q2 2024
Reduced 27.59%
|
|
|
Xy Capital LTD
Central, K3 |
Nov 13, 2025 Q3 2025 |
726
shares
|
$172,083
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
720
shares
|
$170,661
0.06% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
714
shares
|
$169,239
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
700
shares
|
$165,921
2.38% of portfolio
|
Q3 2025
Added 460.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
697
shares
|
$165,209
0.28% of portfolio
|
Q3 2025
Reduced 12.11%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 09, 2025 Q3 2025 |
691
shares
|
$163,787
0.66% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
680
shares
|
$161,180
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
677
shares
|
$160,469
0.03% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
674
shares
|
$159,758
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$159,521
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
657
shares
|
$155,728
0.04% of portfolio
|
Q3 2025
Reduced 32.96%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
654
shares
|
$155,017
0.02% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$154,069
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
647
shares
|
$153,358
0.08% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$150,988
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
633
shares
|
$150,039
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
624
shares
|
$147,906
0.02% of portfolio
|
Q3 2025
Reduced 26.67%
|
|