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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,652
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
11,620
shares
|
$2.75 Million
0.97% of portfolio
|
Q3 2025
Added 13.94%
|
|
|
Gs Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
11,589
shares
|
$2.75 Million
1.36% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
11,542
shares
|
$2.74 Million
0.03% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
11,474
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$2.7 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
11,396
shares
|
$2.7 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Valicenti Advisory Services Inc
|
Jan 16, 2026 Q4 2025 |
11,352
shares
|
$2.69 Million
0.63% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
11,318
shares
|
$2.68 Million
0.28% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
11,228
shares
|
$2.66 Million
0.61% of portfolio
|
Q4 2025
Reduced 1.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,206
shares
|
$2.66 Million
0.1% of portfolio
|
Q3 2025
Reduced 28.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,195
shares
|
$2.65 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
11,139
shares
|
$2.64 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 29, 2025 Q3 2025 |
11,134
shares
|
$2.64 Million
1.42% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
11,116
shares
|
$2.63 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
11,108
shares
|
$2.63 Million
0.32% of portfolio
|
Q4 2025
Reduced 0.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$2.62 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$2.61 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
11,020
shares
|
$2.61 Million
1.27% of portfolio
|
Q4 2025
Reduced 8.14%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
11,012
shares
|
$2.61 Million
1.47% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
11,000
shares
|
$2.61 Million
0.69% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Oct 22, 2025 Q3 2025 |
10,980
shares
|
$2.6 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10,975
shares
|
$2.6 Million
0.97% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 13, 2025 Q3 2025 |
10,951
shares
|
$2.6 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$2.59 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|
|