Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,318 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 |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
84,728
shares
|
$20.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
84,500
shares
|
$20 Million
0.22% of portfolio
|
Q3 2025
Added 75.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
83,643
shares
|
$19.8 Million
0.13% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$19.8 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
82,986
shares
|
$19.7 Million
0.27% of portfolio
|
Q3 2025
Added 66.22%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
82,212
shares
|
$19.5 Million
1.36% of portfolio
|
Q3 2025
Added 552.48%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
81,609
shares
|
$19.3 Million
0.23% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
81,049
shares
|
$19.2 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Nzs Capital, LLC
Denver, CO |
Nov 12, 2025 Q3 2025 |
80,846
shares
|
$19.2 Million
0.69% of portfolio
|
Q3 2025
Added 25.82%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$19.1 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
80,188
shares
|
$19 Million
0.33% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
79,676
shares
|
$18.9 Million
2.67% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
79,627
shares
|
$18.9 Million
1.68% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
79,527
shares
|
$18.9 Million
1.72% of portfolio
|
Q3 2025
Added 2272.52%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
79,466
shares
|
$18.8 Million
1.78% of portfolio
|
Q3 2025
Added 26.06%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
79,422
shares
|
$18.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
79,386
shares
|
$18.8 Million
1.05% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
79,326
shares
|
$18.8 Million
0.86% of portfolio
|
Q3 2025
Added 131.3%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
79,035
shares
|
$18.7 Million
0.04% of portfolio
|
Q3 2025
Added 20.31%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 12, 2025 Q3 2025 |
78,838
shares
|
$18.7 Million
0.38% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
78,137
shares
|
$18.5 Million
0.25% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
77,988
shares
|
$18.5 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,982
shares
|
$18.5 Million
0.23% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
77,801
shares
|
$18.4 Million
0.2% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Quilter PLC
|
Oct 31, 2025 Q3 2025 |
77,167
shares
|
$18.3 Million
0.32% of portfolio
|
Q3 2025
Reduced 61.49%
|
|