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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
41,601
shares
|
$9.86 Million
0.07% of portfolio
|
Q3 2025
Added 18.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
41,503
shares
|
$9.84 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,400
shares
|
$9.81 Million
1.41% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
41,394
shares
|
$9.81 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Oct 21, 2025 Q3 2025 |
41,293
shares
|
$9.79 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
41,244
shares
|
$9.78 Million
0.5% of portfolio
|
Q3 2022
Reduced 7.63%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
41,104
shares
|
$9.74 Million
0.91% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
40,961
shares
|
$9.71 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
40,790
shares
|
$9.67 Million
0.29% of portfolio
|
Q3 2025
Reduced 9.9%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
40,526
shares
|
$9.61 Million
0.95% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Callahan Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
40,419
shares
|
$9.58 Million
0.85% of portfolio
|
Q3 2025
Added 22.13%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 07, 2025 Q3 2025 |
40,331
shares
|
$9.56 Million
0.53% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Sawgrass Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
40,097
shares
|
$9.5 Million
1.2% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
40,041
shares
|
$9.49 Million
0.32% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
General American Investors CO Inc
|
Oct 31, 2025 Q3 2025 |
40,000
shares
|
$9.48 Million
0.58% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
39,898
shares
|
$9.46 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Proem Advisors LLC
|
Oct 30, 2025 Q3 2025 |
39,836
shares
|
$9.44 Million
1.1% of portfolio
|
Q3 2025
Added 127.63%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
39,796
shares
|
$9.43 Million
0.3% of portfolio
|
Q3 2025
Added 95.6%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
39,561
shares
|
$9.38 Million
0.7% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Dupont Capital Management Corp
|
Oct 20, 2025 Q3 2025 |
39,433
shares
|
$9.35 Million
0.98% of portfolio
|
Q3 2025
Reduced 11.52%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
39,104
shares
|
$9.27 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
39,100
shares
|
$9.27 Million
0.47% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
39,073
shares
|
$9.26 Million
0.07% of portfolio
|
Q3 2025
Added 139.49%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
39,042
shares
|
$9.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
38,988
shares
|
$9.24 Million
0.37% of portfolio
|
Q4 2025
Added 3.74%
|
|