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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$7.05 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,726
shares
|
$7.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
29,701
shares
|
$7.04 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,557
shares
|
$7.01 Million
0.91% of portfolio
|
Q3 2024
Added 901.59%
|
|
|
Munich Reinsurance CO Stock Corp In Munich
Munich, |
Nov 13, 2025 Q3 2025 |
29,505
shares
|
$6.99 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
29,471
shares
|
$6.99 Million
0.34% of portfolio
|
Q3 2025
Added 7.37%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$6.96 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
29,334
shares
|
$6.95 Million
1.13% of portfolio
|
Q3 2025
Added 109.04%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$6.93 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
29,012
shares
|
$6.88 Million
0.09% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$6.86 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$6.78 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
28,595
shares
|
$6.78 Million
0.07% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
28,242
shares
|
$6.69 Million
0.1% of portfolio
|
Q3 2025
Added 34.17%
|
|
|
Meyer Handelman CO
|
Jan 15, 2026 Q4 2025 |
28,216
shares
|
$6.69 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.98%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
28,136
shares
|
$6.67 Million
0.24% of portfolio
|
Q3 2025
Added 4.2%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,128
shares
|
$6.67 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
28,096
shares
|
$6.66 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
28,015
shares
|
$6.64 Million
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
27,861
shares
|
$6.6 Million
0.87% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
27,720
shares
|
$6.57 Million
0.08% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$6.56 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2025 Q3 2025 |
27,500
shares
|
$6.52 Million
0.81% of portfolio
|
Q2 2025
Added 111.54%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
27,439
shares
|
$6.5 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 12, 2025 Q3 2025 |
27,430
shares
|
$6.5 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|