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 |
|---|---|---|---|---|---|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
17,781
shares
|
$4.21 Million
1.16% of portfolio
|
Q4 2025
Added 6.03%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
17,712
shares
|
$4.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
17,711
shares
|
$4.2 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
17,646
shares
|
$4.18 Million
0.14% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
17,496
shares
|
$4.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
17,484
shares
|
$4.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Rba Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
17,459
shares
|
$4.14 Million
1.45% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$4.14 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
17,450
shares
|
$4.14 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
17,430
shares
|
$4.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
17,418
shares
|
$4.13 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jan 15, 2026 Q4 2025 |
17,400
shares
|
$4.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
Nov 14, 2025 Q3 2025 |
17,370
shares
|
$4.12 Million
1.31% of portfolio
|
Q3 2025
Added 34.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
17,355
shares
|
$4.11 Million
0.14% of portfolio
|
Q4 2025
Reduced 10.91%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
17,348
shares
|
$4.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
17,290
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 80.25%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
17,289
shares
|
$4.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
17,289
shares
|
$4.1 Million
0.16% of portfolio
|
Q4 2025
Reduced 2.65%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
17,276
shares
|
$4.09 Million
0.5% of portfolio
|
Q3 2025
Reduced 21.68%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
17,270
shares
|
$4.09 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
17,251
shares
|
$4.09 Million
0.14% of portfolio
|
Q3 2025
Reduced 18.88%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
17,217
shares
|
$4.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
17,188
shares
|
$4.07 Million
0.18% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$4.05 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
17,034
shares
|
$4.04 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|