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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,481
shares
|
$2.48 Million
0.2% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Nov 03, 2025 Q3 2025 |
10,466
shares
|
$2.48 Million
0.28% of portfolio
|
Q3 2025
Added 21.78%
|
|
|
True North Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
10,452
shares
|
$2.48 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Broderick Brian C
|
Nov 07, 2025 Q3 2025 |
10,434
shares
|
$2.47 Million
0.51% of portfolio
|
Q3 2025
Reduced 11.89%
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
10,425
shares
|
$2.47 Million
0.86% of portfolio
|
Q3 2025
Added 91.28%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
10,425
shares
|
$2.47 Million
0.34% of portfolio
|
Q3 2025
Added 33.76%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
10,400
shares
|
$2.47 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,381
shares
|
$2.46 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
10,365
shares
|
$2.46 Million
0.3% of portfolio
|
Q3 2025
Reduced 11.29%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,348
shares
|
$2.45 Million
0.51% of portfolio
|
Q1 2025
Reduced 59.82%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
10,334
shares
|
$2.45 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,303
shares
|
$2.44 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
10,234
shares
|
$2.43 Million
1.18% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
10,221
shares
|
$2.42 Million
0.4% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
10,206
shares
|
$2.42 Million
0.19% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,192
shares
|
$2.42 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
10,188
shares
|
$2.41 Million
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
10,182
shares
|
$2.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
10,137
shares
|
$2.4 Million
1.5% of portfolio
|
Q3 2025
Added 29.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
10,125
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2025
Added 3.24%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,118
shares
|
$2.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 89.06%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
10,110
shares
|
$2.4 Million
0.72% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
10,078
shares
|
$2.39 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
10,046
shares
|
$2.38 Million
0.24% of portfolio
|
Q3 2025
Added 2675.14%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
10,042
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2025
Added 103.65%
|
|