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 |
|---|---|---|---|---|---|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
161
shares
|
$38,161
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
160
shares
|
$37,924
0.01% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
158
shares
|
$37,450
0.02% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
155
shares
|
$36,739
0.46% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
153
shares
|
$36,265
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
149
shares
|
$35,317
0.01% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
149
shares
|
$35,317
0.01% of portfolio
|
Q3 2025
Reduced 80.39%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
147
shares
|
$34,843
0.0% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
145
shares
|
$34,369
0.0% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
140
shares
|
$33,184
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$32,947
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
137
shares
|
$32,473
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
135
shares
|
$31,999
0.01% of portfolio
|
Q3 2025
Reduced 72.16%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
135
shares
|
$31,999
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
130
shares
|
$30,813
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
126
shares
|
$29,865
0.02% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
126
shares
|
$29,865
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$29,628
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
124
shares
|
$29,391
0.01% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
123
shares
|
$29,154
0.01% of portfolio
|
Q3 2025
Reduced 35.6%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$28,917
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$27,969
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
118
shares
|
$27,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
118
shares
|
$27,969
0.04% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
117
shares
|
$27,732
0.01% of portfolio
|
Q4 2023
New holding
|
|