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 |
|---|---|---|---|---|---|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
45
shares
|
$10,666
0.01% of portfolio
|
Q4 2025
Reduced 73.53%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$10,429
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
43
shares
|
$10,192
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
43
shares
|
$10,192
0.01% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
42
shares
|
$9,955
0.0% of portfolio
|
Q3 2025
Reduced 30.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
42
shares
|
$9,955
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
42
shares
|
$9,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
39
shares
|
$9,244
0.01% of portfolio
|
Q3 2025
Reduced 74.0%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
38
shares
|
$9,007
0.01% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
37
shares
|
$8,770
0.0% of portfolio
|
Q2 2025
Reduced 78.49%
|
|
|
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 |
Jan 15, 2026 Q4 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%
|
|