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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
310
shares
|
$73,479
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Jan 12, 2026 Q4 2025 |
309
shares
|
$73,242
0.03% of portfolio
|
Q4 2025
Reduced 3.44%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$71,109
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
299
shares
|
$70,871
0.05% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$70,634
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
298
shares
|
$70,634
0.02% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
291
shares
|
$68,975
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
283
shares
|
$67,079
0.07% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
282
shares
|
$66,842
0.04% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
278
shares
|
$65,894
0.01% of portfolio
|
Q3 2025
Added 10.32%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
277
shares
|
$65,657
0.03% of portfolio
|
Q1 2025
Added 78.71%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
273
shares
|
$64,709
0.01% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
273
shares
|
$64,709
0.01% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
271
shares
|
$64,235
0.0% of portfolio
|
Q3 2025
Added 150.93%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
271
shares
|
$64,235
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$63,049
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
264
shares
|
$62,575
0.02% of portfolio
|
Q4 2025
Added 13.3%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
263
shares
|
$62,338
0.02% of portfolio
|
Q3 2025
Reduced 43.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
262
shares
|
$62,101
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
260
shares
|
$61,627
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
259
shares
|
$61,390
0.01% of portfolio
|
Q4 2025
Reduced 3.36%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
259
shares
|
$61,390
0.02% of portfolio
|
Q4 2025
Added 167.01%
|
|