Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,322 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
631
shares
|
$149,565
0.05% of portfolio
|
Q4 2025
Reduced 3.96%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
622
shares
|
$147,432
0.01% of portfolio
|
Q3 2025
Added 19.62%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
617
shares
|
$146,247
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$146,010
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
613
shares
|
$145,299
0.0% of portfolio
|
Q3 2025
Reduced 18.7%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
607
shares
|
$143,877
0.02% of portfolio
|
Q3 2025
Reduced 22.28%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
600
shares
|
$142,218
0.02% of portfolio
|
Q3 2025
Reduced 95.17%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
590
shares
|
$139,847
0.11% of portfolio
|
Q3 2025
Reduced 59.2%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
589
shares
|
$139,610
0.02% of portfolio
|
Q3 2025
Reduced 91.04%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$139,373
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
583
shares
|
$138,188
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
577
shares
|
$136,766
0.06% of portfolio
|
Q3 2025
Added 18.72%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 10, 2025 Q3 2025 |
569
shares
|
$134,870
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
567
shares
|
$134,396
0.08% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
550
shares
|
$130,366
0.01% of portfolio
|
Q4 2025
Reduced 3.68%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
550
shares
|
$130,366
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$125,388
0.01% of portfolio
|
Q3 2021
Added 12.71%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
524
shares
|
$124,203
0.05% of portfolio
|
Q3 2025
Added 39.36%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Nov 03, 2025 Q3 2025 |
510
shares
|
$120,885
0.07% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
508
shares
|
$120,411
0.03% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$119,700
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|