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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
5,391
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,383
shares
|
$1.28 Million
0.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
5,371
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,369
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2025
Added 78.31%
|
|
|
Main Street Investment Advisors LLC
|
Nov 10, 2025 Q3 2025 |
5,358
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
Added 412.73%
|
|
|
Kaizen Financial Strategies
|
Nov 10, 2025 Q3 2025 |
5,351
shares
|
$1.27 Million
0.64% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
5,349
shares
|
$1.27 Million
0.34% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
5,341
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,324
shares
|
$1.26 Million
0.13% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,320
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
5,319
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
5,312
shares
|
$1.26 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Pictet Bank & Trust LTD
|
Jan 16, 2026 Q4 2025 |
5,308
shares
|
$1.26 Million
1.69% of portfolio
|
Q4 2025
Added 7.62%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
5,306
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Added 29.79%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
5,278
shares
|
$1.25 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
5,277
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2025
Reduced 15.9%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
5,260
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Oct 29, 2025 Q3 2025 |
5,250
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.24 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
5,239
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Nov 12, 2025 Q3 2025 |
5,232
shares
|
$1.24 Million
0.81% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
5,232
shares
|
$1.24 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
5,230
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2025
Added 2.29%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
5,227
shares
|
$1.24 Million
0.72% of portfolio
|
Q4 2025
Reduced 2.57%
|
|