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 |
|---|---|---|---|---|---|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
6,069
shares
|
$1.44 Million
0.18% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
Nov 14, 2025 Q3 2025 |
6,060
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
6,051
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2025
Added 26.83%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
6,045
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2025
Reduced 54.21%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,014
shares
|
$1.43 Million
0.09% of portfolio
|
Q1 2025
Added 411.39%
|
|
|
Flc Capital Advisors
|
Oct 17, 2025 Q3 2025 |
6,009
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
6,008
shares
|
$1.42 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
6,006
shares
|
$1.42 Million
0.59% of portfolio
|
Q3 2025
Added 17.35%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
5,996
shares
|
$1.42 Million
0.57% of portfolio
|
Q3 2025
Added 7.94%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
5,976
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2025
Added 1.48%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
5,966
shares
|
$1.41 Million
0.75% of portfolio
|
Q3 2025
Added 51.88%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
5,959
shares
|
$1.41 Million
0.27% of portfolio
|
Q3 2025
Reduced 69.88%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
5,949
shares
|
$1.41 Million
0.2% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
5,923
shares
|
$1.4 Million
0.43% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
5,893
shares
|
$1.4 Million
0.16% of portfolio
|
Q4 2025
Added 62.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
5,885
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
5,880
shares
|
$1.39 Million
0.26% of portfolio
|
Q4 2025
Reduced 3.72%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,879
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
Added 91.81%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
5,870
shares
|
$1.39 Million
1.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
5,863
shares
|
$1.39 Million
0.08% of portfolio
|
Q4 2025
Added 23.67%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,860
shares
|
$1.39 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
5,822
shares
|
$1.38 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
5,807
shares
|
$1.38 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
5,805
shares
|
$1.38 Million
0.37% of portfolio
|
Q3 2025
Added 6.05%
|
|