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 |
|---|---|---|---|---|---|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
65,418
shares
|
$15.5 Million
0.31% of portfolio
|
Q3 2025
Added 11.61%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
65,400
shares
|
$15.5 Million
0.52% of portfolio
|
Q2 2025
Added 52.8%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
65,338
shares
|
$15.5 Million
1.35% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
65,211
shares
|
$15.5 Million
0.39% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
64,911
shares
|
$15.4 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
64,153
shares
|
$15.2 Million
0.19% of portfolio
|
Q3 2025
Reduced 22.12%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
63,719
shares
|
$15.1 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
63,708
shares
|
$15.1 Million
0.13% of portfolio
|
Q4 2025
Added 58.01%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
63,489
shares
|
$15 Million
0.2% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
63,107
shares
|
$15 Million
0.65% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 03, 2025 Q3 2025 |
63,009
shares
|
$14.9 Million
3.14% of portfolio
|
Q3 2025
Added 46.5%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
62,887
shares
|
$14.9 Million
0.31% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
62,853
shares
|
$14.9 Million
0.26% of portfolio
|
Q3 2025
Added 13.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
62,733
shares
|
$14.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
62,197
shares
|
$14.7 Million
0.15% of portfolio
|
Q3 2025
Added 24.69%
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
61,847
shares
|
$14.7 Million
2.96% of portfolio
|
Q3 2025
Reduced 5.33%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
61,144
shares
|
$14.5 Million
0.41% of portfolio
|
Q4 2025
Reduced 7.41%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
61,027
shares
|
$14.5 Million
0.38% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
59,786
shares
|
$14.2 Million
0.58% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
59,650
shares
|
$14.1 Million
1.68% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
59,617
shares
|
$14.1 Million
1.55% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
59,541
shares
|
$14.1 Million
0.25% of portfolio
|
Q3 2025
Added 80.19%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
59,247
shares
|
$14 Million
0.81% of portfolio
|
Q3 2025
Added 16.0%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
58,915
shares
|
$14 Million
1.06% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$13.9 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|