Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,314 institutions that hold shares in the stock, with a total of 765 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 |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
479
shares
|
$113,537
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
478
shares
|
$113,300
0.01% of portfolio
|
Q3 2025
Added 20.1%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
476
shares
|
$112,826
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
468
shares
|
$110,930
0.07% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Oct 17, 2025 Q3 2025 |
460
shares
|
$109,033
0.06% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
453
shares
|
$107,374
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
449
shares
|
$106,426
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
448
shares
|
$106,189
0.01% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 10, 2025 Q3 2025 |
447
shares
|
$105,952
0.0% of portfolio
|
Q3 2025
Reduced 99.43%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
445
shares
|
$105,478
0.02% of portfolio
|
Q3 2025
Reduced 48.85%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
433
shares
|
$102,633
0.03% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
423
shares
|
$100,263
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$97,182
0.01% of portfolio
|
Q2 2024
Added 77.49%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
408
shares
|
$96,708
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
408
shares
|
$96,708
0.06% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
403
shares
|
$95,523
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
397
shares
|
$94,100
0.01% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
395
shares
|
$93,626
0.04% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
388
shares
|
$91,967
0.03% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
382
shares
|
$90,545
0.03% of portfolio
|
Q3 2025
Reduced 56.88%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
369
shares
|
$87,464
0.01% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
363
shares
|
$86,041
0.02% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
363
shares
|
$86,041
0.07% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
361
shares
|
$85,567
0.02% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
360
shares
|
$85,330
0.01% of portfolio
|
Q3 2025
Reduced 94.86%
|
|