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 |
|---|---|---|---|---|---|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Nov 05, 2025 Q3 2025 |
16,042
shares
|
$3.8 Million
0.38% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
15,986
shares
|
$3.79 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
15,936
shares
|
$3.78 Million
0.73% of portfolio
|
Q4 2025
Reduced 1.13%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
15,888
shares
|
$3.77 Million
0.21% of portfolio
|
Q4 2025
Added 12.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
15,882
shares
|
$3.76 Million
0.04% of portfolio
|
Q3 2025
Added 153.5%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
15,852
shares
|
$3.76 Million
1.14% of portfolio
|
Q3 2025
Added 23.54%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 13, 2025 Q3 2025 |
15,781
shares
|
$3.74 Million
1.29% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
15,701
shares
|
$3.72 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$3.72 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
15,652
shares
|
$3.71 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
15,624
shares
|
$3.7 Million
0.12% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
15,596
shares
|
$3.7 Million
1.48% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
15,540
shares
|
$3.68 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
15,429
shares
|
$3.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
15,328
shares
|
$3.63 Million
0.49% of portfolio
|
Q3 2025
Added 57.05%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
15,301
shares
|
$3.63 Million
0.21% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$3.62 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
15,239
shares
|
$3.61 Million
2.73% of portfolio
|
Q3 2025
Reduced 26.08%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
15,143
shares
|
$3.59 Million
0.19% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
15,111
shares
|
$3.58 Million
0.34% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
15,100
shares
|
$3.58 Million
0.65% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Nov 14, 2025 Q3 2025 |
15,050
shares
|
$3.57 Million
1.43% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
15,042
shares
|
$3.57 Million
0.36% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
14,954
shares
|
$3.54 Million
0.27% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,943
shares
|
$3.54 Million
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|