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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
7,172
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2025
Added 172.18%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,163
shares
|
$1.7 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,141
shares
|
$1.69 Million
0.06% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 16, 2026 Q4 2025 |
7,138
shares
|
$1.69 Million
0.14% of portfolio
|
Q4 2025
Reduced 4.61%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
7,122
shares
|
$1.69 Million
0.72% of portfolio
|
Q4 2025
Added 0.95%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
7,103
shares
|
$1.68 Million
0.16% of portfolio
|
Q3 2025
Added 42.43%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
7,097
shares
|
$1.68 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,082
shares
|
$1.68 Million
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Nov 12, 2025 Q3 2025 |
7,073
shares
|
$1.68 Million
0.31% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Exit Wealth Advisors, Llc.
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
7,069
shares
|
$1.68 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
7,068
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2025
Added 6.54%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
7,063
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
7,054
shares
|
$1.67 Million
0.46% of portfolio
|
Q2 2025
Added 24.89%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
7,043
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2025
Added 134.3%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
7,036
shares
|
$1.67 Million
0.84% of portfolio
|
Q4 2025
Added 13.17%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$1.67 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
7,022
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$1.66 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Delaney Dennis R
Boston, MA |
Nov 07, 2025 Q3 2025 |
7,005
shares
|
$1.66 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,977
shares
|
$1.65 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$1.65 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
6,973
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
6,963
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
6,935
shares
|
$1.64 Million
0.37% of portfolio
|
Q3 2025
Reduced 19.99%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
6,931
shares
|
$1.64 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.71%
|
|