Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,313 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 |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$49,776
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
210
shares
|
$49,776
0.02% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$49,302
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
206
shares
|
$48,828
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
205
shares
|
$48,591
0.01% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
202
shares
|
$47,880
0.01% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
202
shares
|
$47,880
0.04% of portfolio
|
Q3 2025
Added 20.96%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
202
shares
|
$47,880
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$47,406
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
200
shares
|
$47,406
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
197
shares
|
$46,694
0.05% of portfolio
|
Q3 2025
Added 19.39%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
190
shares
|
$45,035
0.03% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
188
shares
|
$44,561
0.01% of portfolio
|
Q3 2025
Added 394.74%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
187
shares
|
$44,324
0.01% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
181
shares
|
$42,902
0.02% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
178
shares
|
$42,191
0.01% of portfolio
|
Q3 2025
Added 111.9%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
176
shares
|
$41,717
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
176
shares
|
$41,717
0.03% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
175
shares
|
$41,480
0.01% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
170
shares
|
$40,295
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Saranac Partners LTD
London, |
Dec 05, 2025 Q3 2025 |
168
shares
|
$39,821
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
165
shares
|
$39,109
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
164
shares
|
$38,872
0.0% of portfolio
|
Q3 2025
Reduced 15.46%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
163
shares
|
$38,635
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2025 Q3 2025 |
163
shares
|
$38,635
0.0% of portfolio
|
Q3 2025
Added 123.29%
|
|