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 |
|---|---|---|---|---|---|
|
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%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
368
shares
|
$87,227
0.05% of portfolio
|
Q3 2025
Reduced 67.08%
|
|
|
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%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
351
shares
|
$83,197
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$82,960
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
340
shares
|
$80,590
0.03% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
339
shares
|
$80,353
0.03% of portfolio
|
Q3 2025
Reduced 27.72%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
339
shares
|
$80,353
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
338
shares
|
$80,116
0.04% of portfolio
|
Q3 2025
Reduced 7.9%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
332
shares
|
$78,693
0.02% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
331
shares
|
$78,456
0.01% of portfolio
|
Q4 2021
Added 231.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
327
shares
|
$77,508
0.02% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
326
shares
|
$77,271
0.04% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$76,797
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
323
shares
|
$76,560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$75,849
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
318
shares
|
$75,375
0.01% of portfolio
|
Q3 2025
Reduced 11.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
315
shares
|
$74,664
0.01% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jan 13, 2026 Q4 2025 |
311
shares
|
$73,716
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
310
shares
|
$73,479
0.03% of portfolio
|
Q3 2025
Reduced 3.73%
|
|