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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
25,340
shares
|
$6.01 Million
0.34% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
25,301
shares
|
$6 Million
0.24% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
25,202
shares
|
$5.97 Million
1.82% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
25,180
shares
|
$5.97 Million
1.01% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,177
shares
|
$5.97 Million
0.24% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
25,143
shares
|
$5.96 Million
2.13% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Quattro Financial Advisors LLC
|
Oct 21, 2025 Q3 2025 |
25,000
shares
|
$5.93 Million
2.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
24,984
shares
|
$5.92 Million
1.43% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
24,981
shares
|
$5.92 Million
0.42% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 09, 2026 Q4 2025 |
24,928
shares
|
$5.91 Million
0.81% of portfolio
|
Q4 2025
Reduced 6.25%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$5.9 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,866
shares
|
$5.89 Million
0.62% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
24,852
shares
|
$5.89 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
24,775
shares
|
$5.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 25.9%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
24,702
shares
|
$5.86 Million
0.33% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
24,620
shares
|
$5.84 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
24,609
shares
|
$5.83 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
24,588
shares
|
$5.83 Million
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
24,571
shares
|
$5.82 Million
0.4% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
24,567
shares
|
$5.82 Million
0.86% of portfolio
|
Q3 2025
Added 3.45%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Dec 01, 2025 Q3 2025 |
24,565
shares
|
$5.82 Million
0.07% of portfolio
|
Q3 2025
Added 349.17%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
24,532
shares
|
$5.81 Million
0.12% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
24,417
shares
|
$5.79 Million
0.15% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$5.78 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
24,401
shares
|
$5.78 Million
0.17% of portfolio
|
Q3 2025
Added 1.61%
|
|