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 |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
31,519
shares
|
$7.47 Million
0.04% of portfolio
|
Q4 2025
Reduced 8.37%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,494
shares
|
$7.47 Million
0.42% of portfolio
|
Q3 2025
Added 754.42%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 31, 2025 Q3 2025 |
31,200
shares
|
$7.4 Million
0.25% of portfolio
|
Q3 2025
Added 30.54%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
31,075
shares
|
$7.37 Million
0.13% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Oct 30, 2025 Q3 2025 |
31,050
shares
|
$7.36 Million
0.28% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
30,974
shares
|
$7.34 Million
0.33% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$7.32 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
30,832
shares
|
$7.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 20.75%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
30,741
shares
|
$7.29 Million
0.46% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
30,567
shares
|
$7.25 Million
0.93% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 07, 2025 Q3 2025 |
30,517
shares
|
$7.23 Million
0.39% of portfolio
|
Q3 2025
Reduced 51.53%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 07, 2025 Q3 2025 |
30,495
shares
|
$7.23 Million
0.79% of portfolio
|
Q3 2025
Added 27.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
30,489
shares
|
$7.23 Million
0.54% of portfolio
|
Q4 2025
Reduced 32.88%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
30,470
shares
|
$7.22 Million
0.11% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
30,289
shares
|
$7.18 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2025 Q3 2025 |
30,215
shares
|
$7.16 Million
0.57% of portfolio
|
Q3 2025
Reduced 45.63%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
30,111
shares
|
$7.14 Million
0.19% of portfolio
|
Q3 2025
Added 64.24%
|
|
|
Siren, L.L.C.
New York, NY |
Nov 13, 2025 Q3 2025 |
30,100
shares
|
$7.13 Million
0.28% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
30,066
shares
|
$7.13 Million
0.3% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$7.12 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
30,000
shares
|
$7.11 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
29,936
shares
|
$7.1 Million
4.86% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
29,881
shares
|
$7.08 Million
1.25% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 04, 2025 Q3 2025 |
29,819
shares
|
$7.07 Million
1.32% of portfolio
|
Q3 2025
Added 126.19%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
29,814
shares
|
$7.07 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.15%
|
|