Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,314 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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
78
shares
|
$18,488
0.0% of portfolio
|
Q3 2025
Added 95.0%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
78
shares
|
$18,488
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
78
shares
|
$18,488
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
78
shares
|
$18,488
0.0% of portfolio
|
Q3 2025
Reduced 54.65%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
77
shares
|
$18,251
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
76
shares
|
$18,014
0.0% of portfolio
|
Q3 2025
Added 16.92%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$17,777
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$17,777
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
74
shares
|
$17,540
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
74
shares
|
$17,540
0.0% of portfolio
|
Q3 2025
Added 117.65%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
74
shares
|
$17,540
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
74
shares
|
$17,540
0.02% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
72
shares
|
$17,066
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
70
shares
|
$16,592
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
70
shares
|
$16,592
0.01% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
67
shares
|
$15,881
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
66
shares
|
$15,643
0.0% of portfolio
|
Q3 2025
Reduced 82.72%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
61
shares
|
$14,458
0.01% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
61
shares
|
$14,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$14,221
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
60
shares
|
$14,221
0.01% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$14,221
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
60
shares
|
$14,221
0.01% of portfolio
|
Q3 2025
Reduced 97.24%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
59
shares
|
$13,984
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
59
shares
|
$13,984
0.0% of portfolio
|
Q3 2025
Added 11.32%
|
|