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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$5.46 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Nov 13, 2025 Q3 2025 |
22,983
shares
|
$5.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 44.84%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
22,936
shares
|
$5.44 Million
0.18% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
22,914
shares
|
$5.43 Million
0.15% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
22,908
shares
|
$5.43 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
22,702
shares
|
$5.38 Million
0.37% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Iyo Bank, Ltd.
|
Nov 10, 2025 Q3 2025 |
22,691
shares
|
$5.38 Million
2.09% of portfolio
|
Q3 2025
Reduced 47.88%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,648
shares
|
$5.37 Million
0.0% of portfolio
|
Q3 2025
Added 245.77%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$5.35 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
22,539
shares
|
$5.34 Million
0.18% of portfolio
|
Q3 2025
Added 344.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,519
shares
|
$5.34 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
22,511
shares
|
$5.34 Million
0.19% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
22,342
shares
|
$5.3 Million
0.73% of portfolio
|
Q4 2025
Added 151.51%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
22,224
shares
|
$5.27 Million
0.62% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$5.25 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
22,163
shares
|
$5.25 Million
1.43% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$5.23 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
22,007
shares
|
$5.22 Million
1.69% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
21,882
shares
|
$5.19 Million
0.09% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
21,807
shares
|
$5.17 Million
1.76% of portfolio
|
Q3 2025
Reduced 4.76%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
21,740
shares
|
$5.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
21,712
shares
|
$5.15 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
21,565
shares
|
$5.11 Million
1.98% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
21,505
shares
|
$5.1 Million
0.2% of portfolio
|
Q3 2025
Added 33.39%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
21,489
shares
|
$5.09 Million
0.28% of portfolio
|
Q3 2025
Added 23.1%
|
|