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 |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
35
shares
|
$8,296
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
35
shares
|
$8,296
0.01% of portfolio
|
Q3 2025
Added 9.38%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
34
shares
|
$8,059
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
34
shares
|
$8,059
0.0% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 21, 2025 Q3 2025 |
33
shares
|
$7,821
0.28% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
32
shares
|
$7,584
0.01% of portfolio
|
Q3 2025
Reduced 36.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
32
shares
|
$7,584
0.0% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
31
shares
|
$7,347
0.0% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
31
shares
|
$7,347
0.0% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
31
shares
|
$7,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 28, 2025 Q3 2025 |
31
shares
|
$7,347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$6,636
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
28
shares
|
$6,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
28
shares
|
$6,636
0.0% of portfolio
|
Q3 2025
Reduced 40.43%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
28
shares
|
$6,636
0.0% of portfolio
|
Q3 2025
Reduced 50.88%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
27
shares
|
$6,399
0.0% of portfolio
|
Q3 2025
Added 125.0%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
25
shares
|
$5,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
22
shares
|
$5,214
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$5,214
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
21
shares
|
$4,977
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$4,740
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
20
shares
|
$4,740
0.0% of portfolio
|
Q3 2025
Reduced 61.54%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
19
shares
|
$4,503
0.0% of portfolio
|
Q1 2025
Reduced 62.75%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
17
shares
|
$4,029
0.0% of portfolio
|
Q3 2025
Reduced 51.43%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
17
shares
|
$4,029
0.0% of portfolio
|
Q1 2025
New holding
|
|