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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,804
shares
|
$1.38 Million
0.28% of portfolio
|
Q3 2025
Added 130.5%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
5,782
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
5,779
shares
|
$1.37 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
5,751
shares
|
$1.36 Million
0.33% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
5,736
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.73%
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
5,732
shares
|
$1.36 Million
0.13% of portfolio
|
Q4 2025
Added 7.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
5,716
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2025
Reduced 6.71%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
5,715
shares
|
$1.35 Million
0.19% of portfolio
|
Q4 2025
Added 6.05%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
5,696
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 148.08%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
5,696
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,683
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 8.26%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 13, 2026 Q4 2025 |
5,679
shares
|
$1.35 Million
0.89% of portfolio
|
Q4 2025
Reduced 1.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
5,660
shares
|
$1.34 Million
0.06% of portfolio
|
Q4 2025
Added 10.44%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
5,645
shares
|
$1.34 Million
0.91% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
5,628
shares
|
$1.33 Million
0.35% of portfolio
|
Q4 2025
Added 27.01%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
5,605
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2025
Added 8.43%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,597
shares
|
$1.33 Million
1.36% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
5,593
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
5,584
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
5,578
shares
|
$1.32 Million
0.51% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
5,573
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,566
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2025
Reduced 77.58%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
5,564
shares
|
$1.32 Million
0.35% of portfolio
|
Q4 2025
Reduced 3.45%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
5,546
shares
|
$1.31 Million
0.6% of portfolio
|
Q4 2025
Reduced 5.55%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 10, 2025 Q3 2025 |
5,539
shares
|
$1.31 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.84%
|
|