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 |
|---|---|---|---|---|---|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$1.56 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
6,558
shares
|
$1.55 Million
0.23% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 12, 2025 Q3 2025 |
6,550
shares
|
$1.55 Million
0.55% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,546
shares
|
$1.55 Million
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
6,542
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Added 17.37%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
6,538
shares
|
$1.55 Million
1.05% of portfolio
|
Q4 2025
Added 6.29%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,530
shares
|
$1.55 Million
0.55% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
6,515
shares
|
$1.54 Million
0.72% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
6,514
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,504
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
6,494
shares
|
$1.54 Million
0.12% of portfolio
|
Q3 2025
Reduced 41.59%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
6,472
shares
|
$1.53 Million
0.12% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jan 15, 2026 Q4 2025 |
6,467
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2025
Reduced 24.13%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
6,463
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2025
Reduced 27.91%
|
|
|
Fny Investment Advisers, LLC
|
Jan 16, 2026 Q4 2025 |
6,460
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2025
Added 330.67%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
6,415
shares
|
$1.52 Million
0.65% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
6,395
shares
|
$1.52 Million
0.91% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 14, 2025 Q3 2025 |
6,386
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
6,385
shares
|
$1.51 Million
0.34% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Granite Shares Advisors LLC
|
Oct 21, 2025 Q3 2025 |
6,355
shares
|
$1.51 Million
0.96% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
6,352
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
6,327
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
6,317
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 20, 2025 Q3 2025 |
6,311
shares
|
$1.5 Million
0.99% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,301
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 20.87%
|
|