Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,312 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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
15
shares
|
$3,555
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
15
shares
|
$3,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
14
shares
|
$3,318
0.0% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$3,081
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
13
shares
|
$3,081
0.0% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
12
shares
|
$2,844
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
11
shares
|
$2,607
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
10
shares
|
$2,370
0.0% of portfolio
|
Q2 2025
Reduced 97.87%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
10
shares
|
$2,370
0.0% of portfolio
|
Q3 2025
Reduced 80.0%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
10
shares
|
$2,370
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
10
shares
|
$2,370
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
9
shares
|
$2,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
9
shares
|
$2,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
9
shares
|
$2,133
0.0% of portfolio
|
Q3 2025
Reduced 64.0%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
8
shares
|
$1,896
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
8
shares
|
$1,896
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
8
shares
|
$1,896
0.0% of portfolio
|
Q2 2025
Reduced 99.36%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,896
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
7
shares
|
$1,659
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
6
shares
|
$1,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
6
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,185
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$948
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
4
shares
|
$948
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4
shares
|
$948
0.0% of portfolio
|
Q4 2024
New holding
|
|