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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$23,703
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$23,703
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
100
shares
|
$23,703
0.01% of portfolio
|
Q3 2025
Reduced 51.22%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
100
shares
|
$23,703
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 06, 2026 Q4 2025 |
100
shares
|
$23,703
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
100
shares
|
$23,703
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
98
shares
|
$23,228
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$22,991
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
96
shares
|
$22,754
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
95
shares
|
$22,517
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
95
shares
|
$22,517
0.0% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
95
shares
|
$22,517
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
95
shares
|
$22,517
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 12, 2025 Q3 2025 |
94
shares
|
$22,280
0.0% of portfolio
|
Q3 2025
Reduced 98.68%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
94
shares
|
$22,280
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
93
shares
|
$22,043
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
93
shares
|
$22,043
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
90
shares
|
$21,332
0.01% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
89
shares
|
$21,095
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
89
shares
|
$21,095
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
86
shares
|
$20,384
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Promus Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
86
shares
|
$20,384
0.01% of portfolio
|
Q2 2025
Added 138.89%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
85
shares
|
$20,147
0.01% of portfolio
|
Q3 2025
Reduced 38.41%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
84
shares
|
$19,910
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
81
shares
|
$19,199
0.01% of portfolio
|
Q2 2025
Reduced 92.61%
|
|