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 |
|---|---|---|---|---|---|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 13, 2025 Q3 2025 |
6,917
shares
|
$1.64 Million
0.31% of portfolio
|
Q3 2025
Added 386.09%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,915
shares
|
$1.64 Million
0.76% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2025 Q3 2025 |
6,913
shares
|
$1.64 Million
1.6% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$1.64 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 16, 2026 Q4 2025 |
6,890
shares
|
$1.63 Million
0.45% of portfolio
|
Q4 2025
Reduced 8.56%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
6,883
shares
|
$1.63 Million
0.27% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
6,882
shares
|
$1.63 Million
0.5% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
6,879
shares
|
$1.63 Million
0.26% of portfolio
|
Q4 2025
Added 8.78%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
6,873
shares
|
$1.63 Million
1.1% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
6,866
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
6,861
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2025
Added 1.75%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
6,841
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
6,818
shares
|
$1.62 Million
0.21% of portfolio
|
Q3 2025
Added 448.07%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
6,807
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
6,801
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2025
Added 60.4%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
6,791
shares
|
$1.61 Million
0.32% of portfolio
|
Q3 2025
Added 33.87%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
6,782
shares
|
$1.61 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
6,780
shares
|
$1.61 Million
0.59% of portfolio
|
Q3 2025
Added 452.12%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
6,683
shares
|
$1.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
6,610
shares
|
$1.57 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 30, 2025 Q3 2025 |
6,597
shares
|
$1.56 Million
0.4% of portfolio
|
Q3 2025
Added 40.6%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
6,595
shares
|
$1.56 Million
0.57% of portfolio
|
Q3 2025
Added 482.6%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
6,592
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2025
Added 8.47%
|
|