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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
9,430
shares
|
$2.24 Million
0.94% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,425
shares
|
$2.23 Million
0.65% of portfolio
|
Q3 2025
Reduced 17.51%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
9,387
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2026 Q4 2025 |
9,386
shares
|
$2.22 Million
0.53% of portfolio
|
Q4 2025
Reduced 3.16%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
9,384
shares
|
$2.22 Million
0.73% of portfolio
|
Q4 2025
Reduced 11.12%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
9,369
shares
|
$2.22 Million
0.21% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
9,329
shares
|
$2.21 Million
0.27% of portfolio
|
Q3 2025
Added 45.22%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
9,319
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2025
Added 115.52%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
9,308
shares
|
$2.21 Million
0.44% of portfolio
|
Q3 2025
Added 12.01%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
9,301
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 88.38%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
9,294
shares
|
$2.2 Million
0.24% of portfolio
|
Q4 2025
Reduced 2.7%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
9,291
shares
|
$2.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
9,284
shares
|
$2.2 Million
0.67% of portfolio
|
Q3 2025
Added 29.56%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 31, 2025 Q3 2025 |
9,269
shares
|
$2.2 Million
1.51% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
9,256
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 93.62%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
9,232
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,231
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
9,229
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
9,214
shares
|
$2.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 30.3%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
9,183
shares
|
$2.18 Million
0.17% of portfolio
|
Q3 2025
Reduced 47.25%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
9,166
shares
|
$2.17 Million
1.72% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
9,151
shares
|
$2.17 Million
0.55% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
9,130
shares
|
$2.16 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
9,121
shares
|
$2.16 Million
0.4% of portfolio
|
Q4 2025
Reduced 0.91%
|
|