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 |
|---|---|---|---|---|---|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
18,987
shares
|
$4.5 Million
0.4% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
18,962
shares
|
$4.49 Million
0.16% of portfolio
|
Q4 2025
Added 23.15%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$4.48 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$4.46 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
18,794
shares
|
$4.45 Million
0.1% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jan 14, 2026 Q4 2025 |
18,739
shares
|
$4.44 Million
0.35% of portfolio
|
Q4 2025
Added 20.65%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
18,696
shares
|
$4.43 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Oct 29, 2025 Q3 2025 |
18,641
shares
|
$4.42 Million
2.68% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
18,593
shares
|
$4.41 Million
1.21% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
18,406
shares
|
$4.36 Million
0.03% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$4.35 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,297
shares
|
$4.34 Million
1.17% of portfolio
|
Q2 2025
Reduced 35.33%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
18,261
shares
|
$4.33 Million
0.35% of portfolio
|
Q3 2025
Added 25.93%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
18,244
shares
|
$4.32 Million
0.71% of portfolio
|
Q3 2025
Reduced 29.3%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
18,211
shares
|
$4.32 Million
0.95% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
18,207
shares
|
$4.32 Million
0.84% of portfolio
|
Q3 2025
Added 28.24%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
18,205
shares
|
$4.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 85.97%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
18,191
shares
|
$4.31 Million
0.84% of portfolio
|
Q4 2025
Reduced 6.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,154
shares
|
$4.3 Million
0.24% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
18,114
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$4.29 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
17,947
shares
|
$4.25 Million
2.1% of portfolio
|
Q3 2025
Added 16.27%
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,938
shares
|
$4.25 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
17,914
shares
|
$4.25 Million
0.52% of portfolio
|
Q3 2025
Reduced 22.99%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
17,873
shares
|
$4.24 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.29%
|
|