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 |
|---|---|---|---|---|---|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
21,455
shares
|
$5.09 Million
0.03% of portfolio
|
Q3 2025
Added 98.25%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Nov 05, 2025 Q3 2025 |
21,441
shares
|
$5.08 Million
0.51% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
21,386
shares
|
$5.07 Million
0.11% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$5.07 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Rb Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
21,303
shares
|
$5.05 Million
1.12% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
21,294
shares
|
$5.05 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
21,264
shares
|
$5.04 Million
0.85% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
21,148
shares
|
$5.01 Million
0.75% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
21,007
shares
|
$4.98 Million
0.39% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
20,999
shares
|
$4.98 Million
0.87% of portfolio
|
Q3 2025
Reduced 6.79%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
20,956
shares
|
$4.97 Million
1.14% of portfolio
|
Q3 2025
Added 11.08%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
20,951
shares
|
$4.97 Million
1.19% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
20,944
shares
|
$4.96 Million
1.03% of portfolio
|
Q4 2025
Added 4.72%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$4.93 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,770
shares
|
$4.92 Million
0.14% of portfolio
|
Q2 2025
Reduced 54.69%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
20,746
shares
|
$4.92 Million
0.48% of portfolio
|
Q3 2025
Added 23.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$4.89 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
20,632
shares
|
$4.89 Million
0.3% of portfolio
|
Q3 2025
Added 337.77%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$4.87 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
20,559
shares
|
$4.87 Million
1.43% of portfolio
|
Q3 2025
New holding
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
20,376
shares
|
$4.83 Million
2.39% of portfolio
|
Q3 2025
Added 11.81%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 14, 2026 Q4 2025 |
20,364
shares
|
$4.83 Million
0.2% of portfolio
|
Q4 2025
Reduced 9.73%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 12, 2025 Q3 2025 |
20,333
shares
|
$4.82 Million
1.26% of portfolio
|
Q3 2025
Reduced 56.55%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
20,271
shares
|
$4.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
20,261
shares
|
$4.8 Million
0.4% of portfolio
|
Q3 2025
Added 2076.26%
|
|