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 |
|---|---|---|---|---|---|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
4,619
shares
|
$1.09 Million
0.46% of portfolio
|
Q3 2025
Reduced 35.04%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
4,612
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
4,606
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
4,605
shares
|
$1.09 Million
0.74% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 10, 2025 Q3 2025 |
4,600
shares
|
$1.09 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
4,593
shares
|
$1.09 Million
0.47% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
4,586
shares
|
$1.09 Million
0.81% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 15, 2026 Q4 2025 |
4,583
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
4,575
shares
|
$1.08 Million
0.29% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,571
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.26%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jan 16, 2026 Q4 2025 |
4,566
shares
|
$1.08 Million
0.17% of portfolio
|
Q4 2025
Added 15.33%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
4,563
shares
|
$1.08 Million
0.71% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,556
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
4,550
shares
|
$1.08 Million
0.25% of portfolio
|
Q3 2025
Added 136.36%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
4,533
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Nov 12, 2025 Q3 2025 |
4,514
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2025
Reduced 65.58%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,494
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
4,489
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
4,487
shares
|
$1.06 Million
0.35% of portfolio
|
Q3 2025
Added 234.85%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,484
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,463
shares
|
$1.06 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,463
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 29.1%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 14, 2025 Q3 2025 |
4,462
shares
|
$1.06 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.49%
|
|