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 |
|---|---|---|---|---|---|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
17,011
shares
|
$4.03 Million
1.33% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
17,003
shares
|
$4.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
16,895
shares
|
$4 Million
0.09% of portfolio
|
Q4 2025
Reduced 13.54%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
16,880
shares
|
$4 Million
0.06% of portfolio
|
Q3 2025
Reduced 53.37%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
16,865
shares
|
$4 Million
0.08% of portfolio
|
Q4 2025
Added 6.5%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,856
shares
|
$4 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
16,830
shares
|
$3.99 Million
0.81% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Nov 05, 2025 Q3 2025 |
16,818
shares
|
$3.99 Million
2.57% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
16,712
shares
|
$3.96 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Ccm Investment Advisers LLC
|
Jan 12, 2026 Q4 2025 |
16,705
shares
|
$3.96 Million
0.39% of portfolio
|
Q4 2025
Reduced 17.81%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
16,652
shares
|
$3.95 Million
0.19% of portfolio
|
Q2 2024
Reduced 40.58%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
16,627
shares
|
$3.94 Million
0.48% of portfolio
|
Q3 2025
Reduced 7.1%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
16,589
shares
|
$3.93 Million
0.67% of portfolio
|
Q3 2025
Added 71.16%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
16,492
shares
|
$3.91 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
16,396
shares
|
$3.89 Million
0.69% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
16,361
shares
|
$3.88 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.03%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
16,288
shares
|
$3.86 Million
0.06% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
16,241
shares
|
$3.85 Million
0.13% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
16,216
shares
|
$3.84 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
16,211
shares
|
$3.84 Million
1.32% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
16,209
shares
|
$3.84 Million
0.64% of portfolio
|
Q3 2025
Added 10.94%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
16,148
shares
|
$3.83 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,104
shares
|
$3.82 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$3.82 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$3.8 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|