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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$3.53 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
14,859
shares
|
$3.52 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,719
shares
|
$3.49 Million
0.5% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
14,673
shares
|
$3.48 Million
0.1% of portfolio
|
Q3 2025
Reduced 69.14%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
14,669
shares
|
$3.48 Million
0.32% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
14,642
shares
|
$3.47 Million
0.13% of portfolio
|
Q3 2025
Added 21.77%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
14,569
shares
|
$3.45 Million
0.25% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Cullinan Associates Inc
|
Oct 27, 2025 Q3 2025 |
14,500
shares
|
$3.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Corvex Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
14,500
shares
|
$3.44 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
14,495
shares
|
$3.44 Million
0.23% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
14,384
shares
|
$3.41 Million
0.41% of portfolio
|
Q3 2025
Added 32.46%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
14,329
shares
|
$3.4 Million
0.3% of portfolio
|
Q4 2025
Added 10.98%
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
14,326
shares
|
$3.4 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
14,311
shares
|
$3.39 Million
0.9% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
14,295
shares
|
$3.39 Million
1.58% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
14,282
shares
|
$3.39 Million
0.98% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
14,266
shares
|
$3.38 Million
1.17% of portfolio
|
Q4 2025
Reduced 1.78%
|
|
|
Puzo Michael J
|
Nov 07, 2025 Q3 2025 |
14,242
shares
|
$3.38 Million
0.93% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
14,236
shares
|
$3.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 34.64%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
14,167
shares
|
$3.36 Million
0.13% of portfolio
|
Q4 2025
Reduced 13.54%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
14,164
shares
|
$3.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Collar Capital Management, LLC
Appleton, WI |
Oct 16, 2025 Q3 2025 |
14,161
shares
|
$3.36 Million
2.36% of portfolio
|
Q3 2025
New holding
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
14,069
shares
|
$3.33 Million
0.28% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
14,000
shares
|
$3.32 Million
0.28% of portfolio
|
Q3 2025
Reduced 36.36%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
13,988
shares
|
$3.32 Million
1.02% of portfolio
|
Q3 2025
Added 15.88%
|
|