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 |
|---|---|---|---|---|---|
|
Bridge Creek Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
20,187
shares
|
$4.78 Million
1.36% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2026 Q4 2025 |
20,011
shares
|
$4.74 Million
0.4% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
20,005
shares
|
$4.74 Million
0.32% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
20,005
shares
|
$4.74 Million
0.84% of portfolio
|
Q3 2025
Added 45.07%
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
19,893
shares
|
$4.72 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
19,826
shares
|
$4.7 Million
0.03% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
19,779
shares
|
$4.69 Million
0.76% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 14, 2026 Q4 2025 |
19,733
shares
|
$4.68 Million
0.41% of portfolio
|
Q4 2025
Reduced 1.29%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 13, 2026 Q4 2025 |
19,710
shares
|
$4.67 Million
0.4% of portfolio
|
Q4 2025
Added 273.3%
|
|
|
Private Wealth Partners, LLC
|
Nov 03, 2025 Q3 2025 |
19,679
shares
|
$4.66 Million
0.34% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Railway Pension Investments LTD
London, X0 |
Oct 22, 2025 Q3 2025 |
19,600
shares
|
$4.65 Million
0.06% of portfolio
|
Q3 2025
Added 67.52%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,592
shares
|
$4.64 Million
0.11% of portfolio
|
Q3 2025
Added 19.04%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
19,578
shares
|
$4.64 Million
1.56% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
19,518
shares
|
$4.63 Million
2.01% of portfolio
|
Q3 2025
New holding
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
19,444
shares
|
$4.61 Million
0.24% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
19,422
shares
|
$4.6 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
19,397
shares
|
$4.6 Million
1.65% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Consolidated Investment Group LLC
|
Oct 28, 2025 Q3 2025 |
19,325
shares
|
$4.58 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$4.56 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
19,199
shares
|
$4.55 Million
0.13% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
19,091
shares
|
$4.53 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
19,060
shares
|
$4.52 Million
0.92% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
19,031
shares
|
$4.51 Million
0.71% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
19,017
shares
|
$4.51 Million
0.2% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
19,000
shares
|
$4.5 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|