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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
49,434
shares
|
$11.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
49,047
shares
|
$11.6 Million
0.16% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 13, 2025 Q3 2025 |
48,728
shares
|
$11.5 Million
0.77% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
48,640
shares
|
$11.5 Million
0.18% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
48,551
shares
|
$11.5 Million
1.08% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
48,160
shares
|
$11.4 Million
0.24% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
48,076
shares
|
$11.4 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$11.3 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
46,930
shares
|
$11.1 Million
0.19% of portfolio
|
Q3 2025
Reduced 71.64%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
46,776
shares
|
$11.1 Million
0.13% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
46,458
shares
|
$11 Million
0.24% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
46,405
shares
|
$11 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.85%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,307
shares
|
$11 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
46,218
shares
|
$11 Million
0.68% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
46,190
shares
|
$10.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 7.52%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
46,169
shares
|
$10.9 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,968
shares
|
$10.9 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
45,727
shares
|
$10.8 Million
0.54% of portfolio
|
Q3 2025
Added 140.4%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
45,363
shares
|
$10.8 Million
0.36% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45,230
shares
|
$10.7 Million
0.08% of portfolio
|
Q3 2025
Added 186.14%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
45,210
shares
|
$10.7 Million
2.23% of portfolio
|
Q3 2025
Added 39.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2025 Q3 2025 |
45,036
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
44,875
shares
|
$10.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Ten Core Partners, LP
New York, NY |
Nov 05, 2025 Q3 2025 |
44,613
shares
|
$10.6 Million
4.9% of portfolio
|
Q2 2025
Reduced 11.99%
|
|