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 |
|---|---|---|---|---|---|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
9,966
shares
|
$2.36 Million
0.39% of portfolio
|
Q3 2025
Added 20.61%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
9,956
shares
|
$2.36 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
9,941
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2025
Reduced 59.72%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
9,925
shares
|
$2.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
9,908
shares
|
$2.35 Million
0.44% of portfolio
|
Q3 2025
Added 281.66%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
9,873
shares
|
$2.34 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
9,842
shares
|
$2.33 Million
0.15% of portfolio
|
Q3 2025
Added 614.22%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
9,839
shares
|
$2.33 Million
0.25% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
9,807
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
9,755
shares
|
$2.31 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
9,754
shares
|
$2.31 Million
0.09% of portfolio
|
Q4 2025
Reduced 8.24%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
9,752
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,719
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
9,635
shares
|
$2.28 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
9,630
shares
|
$2.28 Million
0.08% of portfolio
|
Q3 2025
Reduced 68.23%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 15, 2026 Q4 2025 |
9,620
shares
|
$2.28 Million
0.31% of portfolio
|
Q4 2025
Added 8.22%
|
|
|
Kidder Stephen W
|
Nov 07, 2025 Q3 2025 |
9,598
shares
|
$2.28 Million
0.66% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.27 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Sumitomo Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
9,569
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.27 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
9,545
shares
|
$2.26 Million
0.14% of portfolio
|
Q3 2025
Added 24.48%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
9,541
shares
|
$2.26 Million
0.04% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,523
shares
|
$2.26 Million
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
9,436
shares
|
$2.24 Million
1.25% of portfolio
|
Q3 2025
Added 0.27%
|
|