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 |
|---|---|---|---|---|---|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
38,840
shares
|
$9.21 Million
0.12% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
38,643
shares
|
$9.16 Million
0.44% of portfolio
|
Q3 2025
Reduced 25.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
38,600
shares
|
$9.15 Million
0.11% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Lazard Freres Gestion S.A.S.
|
Oct 21, 2025 Q3 2025 |
38,598
shares
|
$9.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.65%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
38,574
shares
|
$9.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 18.22%
|
|
|
Amica Mutual Insurance CO
|
Nov 07, 2025 Q3 2025 |
38,152
shares
|
$9.04 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
38,135
shares
|
$9.04 Million
1.96% of portfolio
|
Q3 2025
Added 43.0%
|
|
|
Jacobs & CO
|
Jan 02, 2026 Q4 2025 |
37,978
shares
|
$9 Million
0.95% of portfolio
|
Q4 2025
Added 2.83%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
37,770
shares
|
$8.95 Million
0.77% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
37,740
shares
|
$8.95 Million
1.18% of portfolio
|
Q3 2025
Added 39.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$8.91 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$8.91 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
37,489
shares
|
$8.89 Million
0.01% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
37,280
shares
|
$8.84 Million
0.86% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Zweig Di Menna Associates LLC
|
Nov 07, 2025 Q3 2025 |
37,258
shares
|
$8.83 Million
0.85% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
37,208
shares
|
$8.82 Million
2.03% of portfolio
|
Q4 2025
Added 37.27%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
37,196
shares
|
$8.82 Million
0.16% of portfolio
|
Q4 2025
Added 11.47%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
37,063
shares
|
$8.79 Million
0.07% of portfolio
|
Q3 2025
Added 19.57%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$8.78 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$8.77 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
36,833
shares
|
$8.73 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.72%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Oct 09, 2025 Q3 2025 |
36,802
shares
|
$8.72 Million
1.48% of portfolio
|
Q3 2025
Added 26.22%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
36,747
shares
|
$8.71 Million
0.59% of portfolio
|
Q3 2025
Added 13.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
36,692
shares
|
$8.7 Million
0.14% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
36,576
shares
|
$8.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.03%
|
|