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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
24,369
shares
|
$5.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
24,360
shares
|
$5.77 Million
1.7% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
24,265
shares
|
$5.75 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.51%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
24,187
shares
|
$5.73 Million
1.23% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,136
shares
|
$5.72 Million
0.51% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Triavera Capital LLC
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
24,073
shares
|
$5.71 Million
2.78% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
23,997
shares
|
$5.69 Million
0.8% of portfolio
|
Q3 2025
Reduced 28.47%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
23,979
shares
|
$5.68 Million
0.46% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
23,870
shares
|
$5.66 Million
2.31% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,821
shares
|
$5.65 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
23,814
shares
|
$5.64 Million
0.82% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
23,790
shares
|
$5.64 Million
0.04% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
23,771
shares
|
$5.63 Million
4.94% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
23,710
shares
|
$5.62 Million
0.14% of portfolio
|
Q3 2025
Reduced 22.3%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$5.62 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
23,698
shares
|
$5.62 Million
0.93% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
23,598
shares
|
$5.59 Million
0.42% of portfolio
|
Q3 2025
Reduced 49.36%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 20, 2025 Q3 2025 |
23,545
shares
|
$5.58 Million
3.51% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
23,359
shares
|
$5.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
23,355
shares
|
$5.54 Million
0.21% of portfolio
|
Q3 2025
Added 59.29%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,327
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2025
Reduced 55.25%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
23,321
shares
|
$5.53 Million
0.62% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$5.51 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
23,128
shares
|
$5.48 Million
2.46% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
23,105
shares
|
$5.48 Million
1.05% of portfolio
|
Q3 2025
Added 22.91%
|
|