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 |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Nov 05, 2025 Q3 2025 |
13,970
shares
|
$3.31 Million
1.57% of portfolio
|
Q3 2025
Reduced 38.37%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
13,931
shares
|
$3.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.97%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
13,917
shares
|
$3.3 Million
1.36% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,824
shares
|
$3.28 Million
0.04% of portfolio
|
Q3 2025
Added 83.08%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$3.27 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
13,747
shares
|
$3.26 Million
0.2% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 13, 2025 Q3 2025 |
13,675
shares
|
$3.24 Million
0.82% of portfolio
|
Q3 2025
Added 24.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
13,666
shares
|
$3.24 Million
0.82% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Twin Capital Management Inc
|
Nov 05, 2025 Q3 2025 |
13,659
shares
|
$3.24 Million
0.42% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
13,617
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2025
Added 20.38%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Nov 07, 2025 Q3 2025 |
13,614
shares
|
$3.23 Million
2.1% of portfolio
|
Q3 2025
Added 10.3%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
13,574
shares
|
$3.22 Million
0.92% of portfolio
|
Q3 2025
Added 1186.64%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Nov 05, 2025 Q3 2025 |
13,547
shares
|
$3.21 Million
0.85% of portfolio
|
Q3 2025
Added 43.61%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
13,541
shares
|
$3.21 Million
0.17% of portfolio
|
Q3 2025
Added 41.41%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
13,510
shares
|
$3.2 Million
1.47% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 27, 2025 Q3 2025 |
13,498
shares
|
$3.2 Million
0.55% of portfolio
|
Q3 2025
Added 20.49%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
13,495
shares
|
$3.2 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
13,493
shares
|
$3.2 Million
0.18% of portfolio
|
Q3 2025
Added 1104.73%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
13,448
shares
|
$3.19 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
13,400
shares
|
$3.18 Million
1.41% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,385
shares
|
$3.17 Million
0.35% of portfolio
|
Q3 2025
Added 249.3%
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
13,380
shares
|
$3.17 Million
0.54% of portfolio
|
Q3 2025
Added 36.82%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,355
shares
|
$3.17 Million
0.46% of portfolio
|
Q3 2025
Added 1009.22%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,316
shares
|
$3.16 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
13,309
shares
|
$3.15 Million
0.2% of portfolio
|
Q3 2025
Added 193.34%
|
|