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 |
|---|---|---|---|---|---|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
5,535
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2025
Added 10.99%
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
5,530
shares
|
$1.31 Million
0.64% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
5,506
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
5,505
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
5,504
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2025
Added 17.08%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
5,502
shares
|
$1.3 Million
0.31% of portfolio
|
Q4 2025
Reduced 8.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
5,498
shares
|
$1.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 26.39%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,493
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 76.92%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
5,471
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,467
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Reduced 51.85%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2026 Q4 2025 |
5,466
shares
|
$1.3 Million
1.18% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,464
shares
|
$1.3 Million
0.08% of portfolio
|
Q3 2025
Added 70.86%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,461
shares
|
$1.29 Million
0.71% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 07, 2026 Q4 2025 |
5,460
shares
|
$1.29 Million
0.49% of portfolio
|
Q4 2025
Added 5.12%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 14, 2026 Q4 2025 |
5,453
shares
|
$1.29 Million
0.64% of portfolio
|
Q4 2025
Added 0.29%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,450
shares
|
$1.29 Million
0.26% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bell Bank
|
Jan 14, 2026 Q4 2025 |
5,431
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2025
Reduced 5.76%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
5,426
shares
|
$1.29 Million
0.91% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
5,419
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
5,417
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
5,405
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
5,404
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2025
Reduced 41.27%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
5,402
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
5,400
shares
|
$1.28 Million
0.86% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
5,392
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 12.22%
|
|