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 |
|---|---|---|---|---|---|
|
Rd Finance LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
12,645
shares
|
$3 Million
3.21% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
12,590
shares
|
$2.98 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Advocate Group LLC
|
Oct 20, 2025 Q3 2025 |
12,584
shares
|
$2.98 Million
0.49% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
12,574
shares
|
$2.98 Million
0.32% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
12,558
shares
|
$2.98 Million
1.07% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
12,552
shares
|
$2.98 Million
0.52% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
12,540
shares
|
$2.97 Million
0.15% of portfolio
|
Q3 2025
Added 56.18%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
12,524
shares
|
$2.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.9%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
12,503
shares
|
$2.96 Million
0.23% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
12,473
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 12, 2026 Q4 2025 |
12,437
shares
|
$2.95 Million
0.42% of portfolio
|
Q4 2025
Reduced 19.11%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
12,414
shares
|
$2.94 Million
0.57% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
12,371
shares
|
$2.93 Million
1.83% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
12,364
shares
|
$2.93 Million
0.39% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
12,364
shares
|
$2.93 Million
0.29% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$2.93 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
12,356
shares
|
$2.93 Million
0.62% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,352
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2025
Reduced 91.99%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
12,329
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 07, 2025 Q3 2025 |
12,300
shares
|
$2.92 Million
1.84% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
12,297
shares
|
$2.91 Million
0.77% of portfolio
|
Q4 2025
Reduced 0.22%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
12,263
shares
|
$2.91 Million
0.12% of portfolio
|
Q4 2025
Reduced 6.15%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
12,253
shares
|
$2.9 Million
0.43% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
12,227
shares
|
$2.9 Million
0.16% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,214
shares
|
$2.9 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|