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 |
|---|---|---|---|---|---|
|
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%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
8,128
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,092
shares
|
$1.92 Million
0.39% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
8,091
shares
|
$1.92 Million
0.21% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$1.92 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
8,089
shares
|
$1.92 Million
0.16% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
8,088
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
8,078
shares
|
$1.91 Million
0.46% of portfolio
|
Q3 2025
Reduced 14.84%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,076
shares
|
$1.91 Million
0.96% of portfolio
|
Q4 2023
Added 18.23%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
8,047
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Added 20.59%
|
|
|
Scharf Investments, LLC
|
Jan 15, 2026 Q4 2025 |
8,040
shares
|
$1.91 Million
0.06% of portfolio
|
Q4 2025
Reduced 25.78%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,000
shares
|
$1.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,987
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
7,986
shares
|
$1.89 Million
0.2% of portfolio
|
Q4 2025
Reduced 9.41%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
7,982
shares
|
$1.89 Million
0.06% of portfolio
|
Q3 2025
Reduced 41.18%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
7,970
shares
|
$1.89 Million
0.21% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
7,968
shares
|
$1.89 Million
1.79% of portfolio
|
Q4 2022
Reduced 1.88%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
7,967
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,967
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jan 07, 2026 Q4 2025 |
7,956
shares
|
$1.89 Million
1.39% of portfolio
|
Q4 2025
Reduced 10.25%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
7,929
shares
|
$1.88 Million
0.48% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
7,926
shares
|
$1.88 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
7,898
shares
|
$1.87 Million
0.21% of portfolio
|
Q4 2025
Added 13.98%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,885
shares
|
$1.87 Million
0.02% of portfolio
|
Q2 2024
Added 18.46%
|
|