Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,322 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 |
|---|---|---|---|---|---|
|
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 |
Jan 15, 2026 Q4 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%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$13,510
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
57
shares
|
$13,510
0.01% of portfolio
|
Q2 2025
Added 2750.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
57
shares
|
$13,510
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
57
shares
|
$13,510
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
53
shares
|
$12,562
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
52
shares
|
$12,325
0.01% of portfolio
|
Q3 2025
Reduced 84.38%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
51
shares
|
$12,088
0.0% of portfolio
|
Q4 2025
Reduced 16.39%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$11,851
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$11,851
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$11,851
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$11,851
0.01% of portfolio
|
Q3 2025
Reduced 37.5%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$11,614
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
49
shares
|
$11,614
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
46
shares
|
$10,903
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
45
shares
|
$10,666
0.0% of portfolio
|
Q3 2025
Added 32.35%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
45
shares
|
$10,666
0.0% of portfolio
|
Q4 2022
New holding
|
|