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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
5,023
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.19 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|
|
|
Kamunting Street Capital Management, L.P.
Miami Beach, FL |
Nov 14, 2025 Q3 2025 |
5,000
shares
|
$1.19 Million
0.96% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,997
shares
|
$1.18 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,995
shares
|
$1.18 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
4,991
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Reduced 30.97%
|
|
|
Alta Advisers LTD
|
Oct 31, 2025 Q3 2025 |
4,970
shares
|
$1.18 Million
0.36% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,943
shares
|
$1.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
4,940
shares
|
$1.17 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.17 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
4,925
shares
|
$1.17 Million
0.04% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
4,924
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2025
Added 39.57%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,913
shares
|
$1.16 Million
0.67% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
4,911
shares
|
$1.16 Million
0.47% of portfolio
|
Q4 2025
Added 144.09%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,908
shares
|
$1.16 Million
0.24% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,897
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2025
Added 65.22%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
4,890
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
4,887
shares
|
$1.16 Million
0.12% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,880
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.01%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
4,877
shares
|
$1.16 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Nov 14, 2025 Q3 2025 |
4,867
shares
|
$1.15 Million
0.4% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,863
shares
|
$1.15 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Meridian Financial Partners LLC
|
Oct 20, 2025 Q3 2025 |
4,859
shares
|
$1.15 Million
0.49% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
4,859
shares
|
$1.15 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.17%
|
|