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 |
|---|---|---|---|---|---|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
8,567
shares
|
$2.03 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
8,565
shares
|
$2.03 Million
0.06% of portfolio
|
Q3 2025
Reduced 45.68%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
8,558
shares
|
$2.03 Million
0.21% of portfolio
|
Q4 2025
Reduced 23.23%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,552
shares
|
$2.03 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
8,544
shares
|
$2.03 Million
0.74% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
8,506
shares
|
$2.02 Million
1.27% of portfolio
|
Q4 2025
Reduced 1.33%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
8,490
shares
|
$2.01 Million
0.75% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
Triangle Securities Wealth Management
|
Jan 13, 2026 Q4 2025 |
8,468
shares
|
$2.01 Million
0.46% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
8,461
shares
|
$2.01 Million
0.81% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,440
shares
|
$2 Million
0.11% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
8,423
shares
|
$2 Million
0.56% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
8,416
shares
|
$1.99 Million
0.63% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,414
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,390
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 20, 2025 Q3 2025 |
8,385
shares
|
$1.99 Million
0.43% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
De Dora Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
8,356
shares
|
$1.98 Million
0.49% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,348
shares
|
$1.98 Million
1.51% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Oct 31, 2025 Q3 2025 |
8,343
shares
|
$1.98 Million
0.8% of portfolio
|
Q3 2025
Added 316.32%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
8,290
shares
|
$1.96 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
8,284
shares
|
$1.96 Million
0.21% of portfolio
|
Q4 2025
Reduced 74.77%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
8,246
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2025
Reduced 24.14%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Krane Funds Advisors LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
8,197
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Added 170.98%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
8,185
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.61%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,183
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2025
Reduced 16.01%
|
|