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 |
|---|---|---|---|---|---|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$2.89 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
12,182
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
John G Ullman & Associates Inc
|
Nov 05, 2025 Q3 2025 |
12,175
shares
|
$2.89 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Gpm Growth Investors, Inc.
|
Oct 20, 2025 Q3 2025 |
12,134
shares
|
$2.88 Million
1.15% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 13, 2026 Q4 2025 |
12,091
shares
|
$2.87 Million
0.03% of portfolio
|
Q4 2025
Added 13.66%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
12,081
shares
|
$2.86 Million
0.37% of portfolio
|
Q3 2025
Added 1539.21%
|
|
|
Silphium Asset Management LTD
London, X0 |
Nov 04, 2025 Q3 2025 |
12,007
shares
|
$2.85 Million
0.84% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Hap Trading, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,997
shares
|
$2.84 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
11,989
shares
|
$2.84 Million
0.12% of portfolio
|
Q3 2025
Added 20.64%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
11,987
shares
|
$2.84 Million
0.05% of portfolio
|
Q3 2025
Reduced 46.84%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
11,981
shares
|
$2.84 Million
0.51% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
11,975
shares
|
$2.84 Million
0.26% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
11,972
shares
|
$2.84 Million
0.64% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$2.84 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 13, 2025 Q3 2025 |
11,962
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 93.56%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
11,958
shares
|
$2.83 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
11,906
shares
|
$2.82 Million
0.7% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
11,900
shares
|
$2.82 Million
0.43% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
11,871
shares
|
$2.81 Million
0.95% of portfolio
|
Q3 2025
Added 40.57%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
11,862
shares
|
$2.81 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$2.81 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
11,846
shares
|
$2.81 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
11,827
shares
|
$2.8 Million
0.2% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
11,804
shares
|
$2.8 Million
1.34% of portfolio
|
Q4 2025
Added 3.73%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Nov 13, 2025 Q3 2025 |
11,659
shares
|
$2.76 Million
0.27% of portfolio
|
Q3 2025
Reduced 89.42%
|
|