Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,318 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$27,732
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
117
shares
|
$27,732
0.01% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116
shares
|
$27,495
0.01% of portfolio
|
Q2 2025
Added 383.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$27,495
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
113
shares
|
$26,784
0.01% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$26,784
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
112
shares
|
$26,547
0.0% of portfolio
|
Q2 2025
Added 330.77%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
112
shares
|
$26,547
0.01% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
110
shares
|
$26,073
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$25,836
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
108
shares
|
$25,599
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
107
shares
|
$25,362
0.01% of portfolio
|
Q3 2025
Added 20.22%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$24,888
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
103
shares
|
$24,414
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
103
shares
|
$24,414
0.0% of portfolio
|
Q3 2025
Reduced 75.53%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
103
shares
|
$24,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
101
shares
|
$23,940
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
101
shares
|
$23,940
0.02% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
100
shares
|
$23,703
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|