Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,322 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 |
|---|---|---|---|---|---|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
6,292
shares
|
$1.49 Million
0.85% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
6,290
shares
|
$1.49 Million
0.31% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
6,289
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2025
Reduced 27.35%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
6,289
shares
|
$1.49 Million
0.71% of portfolio
|
Q3 2025
Added 11.15%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
6,265
shares
|
$1.48 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,256
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 19.38%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
6,241
shares
|
$1.48 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Augustine Asset Management Inc
|
Jan 16, 2026 Q4 2025 |
6,228
shares
|
$1.48 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
6,227
shares
|
$1.48 Million
0.16% of portfolio
|
Q3 2025
Reduced 46.01%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
6,225
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,224
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.63%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,219
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2025
Reduced 8.4%
|
|
|
Elefante Mark B
Boston, MA |
Nov 07, 2025 Q3 2025 |
6,210
shares
|
$1.47 Million
0.94% of portfolio
|
Q3 2025
Added 40.85%
|
|
|
Bard Financial Services, Inc.
|
Oct 17, 2025 Q3 2025 |
6,200
shares
|
$1.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,180
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2025
Added 49.96%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
6,158
shares
|
$1.46 Million
0.09% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,155
shares
|
$1.46 Million
0.16% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
6,150
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.51%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
6,139
shares
|
$1.46 Million
0.44% of portfolio
|
Q3 2025
Added 43.07%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
6,136
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2025
Reduced 17.05%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
6,101
shares
|
$1.45 Million
0.49% of portfolio
|
Q3 2025
Added 34.83%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
6,100
shares
|
$1.45 Million
0.39% of portfolio
|
Q3 2025
Reduced 12.86%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
6,091
shares
|
$1.44 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.02%
|
|