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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
7,442
shares
|
$1.76 Million
0.14% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
7,436
shares
|
$1.76 Million
0.56% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
7,432
shares
|
$1.76 Million
0.59% of portfolio
|
Q4 2025
Reduced 3.53%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
7,408
shares
|
$1.76 Million
0.03% of portfolio
|
Q4 2025
Reduced 6.24%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
7,407
shares
|
$1.76 Million
0.12% of portfolio
|
Q3 2025
Reduced 86.83%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$1.75 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
7,395
shares
|
$1.75 Million
0.54% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 15, 2025 Q3 2025 |
7,390
shares
|
$1.75 Million
0.53% of portfolio
|
Q3 2025
Added 43.16%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
7,374
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 82.17%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
7,370
shares
|
$1.75 Million
0.95% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
7,367
shares
|
$1.75 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
7,364
shares
|
$1.75 Million
0.25% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
7,362
shares
|
$1.75 Million
0.19% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
7,356
shares
|
$1.74 Million
0.7% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,342
shares
|
$1.74 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
7,303
shares
|
$1.73 Million
0.05% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
7,299
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Added 41.62%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,243
shares
|
$1.72 Million
0.16% of portfolio
|
Q3 2025
Reduced 23.31%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,216
shares
|
$1.71 Million
0.43% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
7,213
shares
|
$1.71 Million
0.46% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
7,210
shares
|
$1.71 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
7,192
shares
|
$1.7 Million
0.17% of portfolio
|
Q4 2025
Added 17.44%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$1.7 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
7,180
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2025
Reduced 33.49%
|
|