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 |
|---|---|---|---|---|---|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
27,255
shares
|
$6.46 Million
1.19% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
27,215
shares
|
$6.45 Million
0.27% of portfolio
|
Q3 2025
Added 1195.95%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
27,192
shares
|
$6.45 Million
0.79% of portfolio
|
Q4 2025
Added 5.77%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$6.41 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
27,020
shares
|
$6.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
26,986
shares
|
$6.4 Million
0.97% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 23, 2025 Q3 2025 |
26,938
shares
|
$6.39 Million
0.86% of portfolio
|
Q3 2025
Added 65.54%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$6.35 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
26,493
shares
|
$6.28 Million
1.69% of portfolio
|
Q3 2025
Added 46.56%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
26,387
shares
|
$6.25 Million
0.46% of portfolio
|
Q3 2025
Added 33.81%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
26,333
shares
|
$6.24 Million
0.71% of portfolio
|
Q3 2025
Added 6.49%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
26,215
shares
|
$6.21 Million
0.26% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
26,206
shares
|
$6.21 Million
0.9% of portfolio
|
Q3 2025
Added 10.27%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
26,163
shares
|
$6.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$6.19 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
26,050
shares
|
$6.17 Million
0.49% of portfolio
|
Q4 2025
Reduced 40.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
26,010
shares
|
$6.17 Million
0.13% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$6.14 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
25,893
shares
|
$6.14 Million
0.09% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
25,780
shares
|
$6.11 Million
0.39% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
25,551
shares
|
$6.06 Million
0.1% of portfolio
|
Q3 2025
Added 54.55%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
25,525
shares
|
$6.05 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,500
shares
|
$6.04 Million
0.86% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
25,396
shares
|
$6.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Cohen Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
25,373
shares
|
$6.01 Million
0.95% of portfolio
|
Q3 2025
Added 2.09%
|
|