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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
9,118
shares
|
$2.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
9,088
shares
|
$2.15 Million
1.09% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.15 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,079
shares
|
$2.15 Million
0.28% of portfolio
|
Q3 2025
Added 28.02%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
9,015
shares
|
$2.14 Million
0.48% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
8,984
shares
|
$2.13 Million
0.13% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
8,972
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
8,941
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 14, 2026 Q4 2025 |
8,892
shares
|
$2.11 Million
0.13% of portfolio
|
Q4 2025
Reduced 8.48%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.11 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
8,850
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
8,830
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
8,774
shares
|
$2.08 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Notis Mc Conarty Edward
|
Nov 07, 2025 Q3 2025 |
8,754
shares
|
$2.07 Million
0.97% of portfolio
|
Q3 2025
Added 33.4%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
8,723
shares
|
$2.07 Million
0.75% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 12, 2025 Q3 2025 |
8,720
shares
|
$2.07 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,715
shares
|
$2.07 Million
0.25% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
8,695
shares
|
$2.06 Million
0.71% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
8,689
shares
|
$2.06 Million
0.24% of portfolio
|
Q4 2025
Added 17.77%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
8,660
shares
|
$2.05 Million
0.33% of portfolio
|
Q3 2025
Reduced 29.4%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.05 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
8,633
shares
|
$2.05 Million
0.32% of portfolio
|
Q3 2025
Added 9.72%
|
|