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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
5,227
shares
|
$1.24 Million
1.09% of portfolio
|
Q3 2025
Reduced 54.87%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
5,222
shares
|
$1.24 Million
0.89% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Nov 04, 2025 Q3 2025 |
5,219
shares
|
$1.24 Million
1.26% of portfolio
|
Q3 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
5,191
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Square Wave Partners, L.P.
Brooklyn, NY |
May 15, 2025 Q1 2025 |
5,191
shares
|
$1.23 Million
1.49% of portfolio
|
Q1 2025
Reduced 75.79%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,178
shares
|
$1.23 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
5,172
shares
|
$1.23 Million
0.4% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,169
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 526.55%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
5,144
shares
|
$1.22 Million
0.28% of portfolio
|
Q3 2025
Reduced 29.7%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,142
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 31.69%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.22 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
5,110
shares
|
$1.21 Million
0.68% of portfolio
|
Q2 2025
Added 2201.8%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
5,102
shares
|
$1.21 Million
0.36% of portfolio
|
Q4 2025
Added 1.59%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
5,085
shares
|
$1.21 Million
0.79% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
5,081
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2025
Reduced 35.81%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Nov 03, 2025 Q3 2025 |
5,077
shares
|
$1.2 Million
0.62% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
5,072
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2025
Added 9.74%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
5,069
shares
|
$1.2 Million
2.14% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
5,063
shares
|
$1.2 Million
0.19% of portfolio
|
Q3 2025
Added 3.54%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
5,051
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2025
Added 1.73%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
5,051
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
5,035
shares
|
$1.19 Million
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,031
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 46.89%
|
|