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 |
|---|---|---|---|---|---|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$3.15 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
13,270
shares
|
$3.15 Million
0.19% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
13,268
shares
|
$3.14 Million
0.07% of portfolio
|
Q3 2025
Reduced 47.93%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
13,248
shares
|
$3.14 Million
0.2% of portfolio
|
Q4 2025
Added 10.43%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$3.13 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
13,116
shares
|
$3.11 Million
0.75% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
13,075
shares
|
$3.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 56.74%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
13,067
shares
|
$3.1 Million
0.39% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
13,021
shares
|
$3.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 64.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
12,996
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
12,951
shares
|
$3.07 Million
0.55% of portfolio
|
Q3 2025
Added 69.8%
|
|
|
B&D White Capital Company, LLC
|
Oct 23, 2025 Q3 2025 |
12,950
shares
|
$3.07 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 13, 2025 Q3 2025 |
12,906
shares
|
$3.06 Million
0.51% of portfolio
|
Q3 2025
Reduced 20.26%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,900
shares
|
$3.06 Million
0.44% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$3.06 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
12,892
shares
|
$3.06 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
12,892
shares
|
$3.06 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,885
shares
|
$3.05 Million
0.93% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
12,863
shares
|
$3.05 Million
0.06% of portfolio
|
Q4 2025
Added 5.44%
|
|
|
Verde Capital Management
|
Nov 12, 2025 Q3 2025 |
12,847
shares
|
$3.05 Million
0.72% of portfolio
|
Q3 2025
Added 41.94%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$3.03 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
12,797
shares
|
$3.03 Million
0.14% of portfolio
|
Q3 2025
Reduced 75.24%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
12,790
shares
|
$3.03 Million
0.83% of portfolio
|
Q3 2025
Added 64.61%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
12,716
shares
|
$3.01 Million
1.55% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
12,676
shares
|
$3 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.58%
|
|