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 |
|---|---|---|---|---|---|
|
Harfst & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
7,855
shares
|
$1.86 Million
0.36% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Nov 05, 2025 Q3 2025 |
7,855
shares
|
$1.86 Million
1.18% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
7,836
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2025
Added 6.96%
|
|
|
Wealth Management Partners, LLC
|
Jan 12, 2026 Q4 2025 |
7,834
shares
|
$1.86 Million
0.64% of portfolio
|
Q4 2025
Reduced 5.8%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
7,806
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Reduced 83.16%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
7,762
shares
|
$1.84 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,753
shares
|
$1.84 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$1.84 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
7,735
shares
|
$1.83 Million
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
7,724
shares
|
$1.83 Million
0.22% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
7,714
shares
|
$1.83 Million
0.23% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
7,704
shares
|
$1.83 Million
0.13% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
7,677
shares
|
$1.82 Million
0.28% of portfolio
|
Q4 2025
Reduced 24.36%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
7,652
shares
|
$1.81 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$1.8 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
7,589
shares
|
$1.8 Million
0.64% of portfolio
|
Q4 2025
Reduced 6.38%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
7,573
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
7,563
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 34.55%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
7,553
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
7,543
shares
|
$1.79 Million
2.0% of portfolio
|
Q2 2025
Added 98.66%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$1.78 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,500
shares
|
$1.78 Million
0.39% of portfolio
|
Q1 2023
Added 138.1%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
7,499
shares
|
$1.78 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
7,469
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.91%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,453
shares
|
$1.77 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.49%
|
|