Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,313 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 |
|---|---|---|---|---|---|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
76,627
shares
|
$18.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
76,013
shares
|
$18 Million
0.13% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
75,991
shares
|
$18 Million
0.35% of portfolio
|
Q3 2025
Reduced 72.41%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$17.9 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
75,581
shares
|
$17.9 Million
3.6% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
75,508
shares
|
$17.9 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
75,295
shares
|
$17.8 Million
0.12% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
75,000
shares
|
$17.8 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$17.6 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
73,900
shares
|
$17.5 Million
0.08% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
72,608
shares
|
$17.2 Million
1.13% of portfolio
|
Q3 2025
Added 22.86%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
72,352
shares
|
$17.1 Million
0.76% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
72,279
shares
|
$17.1 Million
0.15% of portfolio
|
Q3 2025
Added 20.33%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
72,100
shares
|
$17.1 Million
0.08% of portfolio
|
Q3 2025
Reduced 25.55%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
71,540
shares
|
$17 Million
0.34% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2025 Q3 2025 |
71,424
shares
|
$16.9 Million
1.67% of portfolio
|
Q3 2025
Reduced 11.7%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Nov 05, 2025 Q3 2025 |
71,238
shares
|
$16.9 Million
1.12% of portfolio
|
Q3 2025
Added 27.82%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2025 Q3 2025 |
71,145
shares
|
$16.9 Million
0.23% of portfolio
|
Q3 2025
Reduced 59.15%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
71,093
shares
|
$16.9 Million
0.08% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
70,988
shares
|
$16.8 Million
1.92% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
70,970
shares
|
$16.8 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
70,792
shares
|
$16.8 Million
0.22% of portfolio
|
Q3 2025
Reduced 8.68%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
70,213
shares
|
$16.6 Million
1.17% of portfolio
|
Q2 2025
Added 72.3%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
70,162
shares
|
$16.6 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
69,685
shares
|
$16.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.55%
|
|