Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,321 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 |
|---|---|---|---|---|---|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
148,484
shares
|
$35.2 Million
0.76% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$35.2 Million
0.4% of portfolio
|
Q3 2024
Reduced 76.05%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
147,996
shares
|
$35.1 Million
1.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 16, 2026 Q4 2025 |
147,338
shares
|
$34.9 Million
0.38% of portfolio
|
Q4 2025
Reduced 18.23%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Nov 12, 2025 Q3 2025 |
147,266
shares
|
$34.9 Million
0.35% of portfolio
|
Q3 2025
Reduced 30.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
146,119
shares
|
$34.6 Million
0.1% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
146,083
shares
|
$34.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
145,781
shares
|
$34.6 Million
0.21% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Imc Chicago, LLC
|
Nov 04, 2025 Q3 2025 |
144,140
shares
|
$34.2 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
144,112
shares
|
$34.2 Million
0.97% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
Nov 18, 2025 Q3 2025 |
143,703
shares
|
$34.1 Million
2.95% of portfolio
|
Q3 2025
Added 55.57%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
143,118
shares
|
$33.9 Million
1.14% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Clear Street Group Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
143,115
shares
|
$33.9 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
142,353
shares
|
$33.7 Million
0.14% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Distillate Capital Partners LLC
|
Nov 14, 2025 Q3 2025 |
140,961
shares
|
$33.4 Million
1.76% of portfolio
|
Q3 2025
Added 35.88%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
140,863
shares
|
$33.4 Million
1.19% of portfolio
|
Q3 2025
Added 109.78%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
140,803
shares
|
$33.4 Million
0.4% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
140,599
shares
|
$33.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 87.2%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
140,250
shares
|
$33.2 Million
0.72% of portfolio
|
Q1 2025
Added 1706.41%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
140,200
shares
|
$33.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 78.89%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
139,988
shares
|
$33.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
139,256
shares
|
$33 Million
0.21% of portfolio
|
Q3 2025
Reduced 39.96%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
139,222
shares
|
$33 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
Nov 14, 2025 Q3 2025 |
136,682
shares
|
$32.4 Million
2.24% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
135,997
shares
|
$32.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.55%
|
|