Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,321 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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
36,576
shares
|
$8.67 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.03%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$8.64 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
36,187
shares
|
$8.58 Million
0.58% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
36,080
shares
|
$8.55 Million
0.12% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
36,050
shares
|
$8.54 Million
0.37% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Heron Bay Capital Management
|
Nov 12, 2025 Q3 2025 |
35,874
shares
|
$8.5 Million
1.67% of portfolio
|
Q3 2025
Added 88.0%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
35,850
shares
|
$8.5 Million
0.83% of portfolio
|
Q3 2025
Added 18.59%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Nov 13, 2025 Q3 2025 |
35,774
shares
|
$8.48 Million
0.41% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
35,681
shares
|
$8.46 Million
0.88% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
35,586
shares
|
$8.43 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
35,491
shares
|
$8.41 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
35,387
shares
|
$8.39 Million
0.2% of portfolio
|
Q3 2025
Added 1761.49%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$8.39 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$8.39 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
35,222
shares
|
$8.35 Million
0.97% of portfolio
|
Q3 2025
Added 57.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
35,211
shares
|
$8.35 Million
0.19% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
35,168
shares
|
$8.34 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$8.32 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
35,078
shares
|
$8.31 Million
1.22% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
35,000
shares
|
$8.3 Million
1.99% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
34,963
shares
|
$8.29 Million
1.11% of portfolio
|
Q4 2025
Added 12.86%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
34,891
shares
|
$8.27 Million
0.84% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
34,814
shares
|
$8.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 69.64%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
34,622
shares
|
$8.21 Million
0.63% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
34,573
shares
|
$8.19 Million
0.28% of portfolio
|
Q4 2025
Reduced 62.57%
|
|