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 |
|---|---|---|---|---|---|
|
Texas Bank & Trust CO
Longview, TX |
Oct 23, 2025 Q3 2025 |
4,457
shares
|
$1.06 Million
0.4% of portfolio
|
Q3 2025
Added 19.88%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
4,455
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,448
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
4,446
shares
|
$1.05 Million
1.06% of portfolio
|
Q3 2025
Added 6.47%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
4,418
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2025
Added 28.39%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,416
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Oct 15, 2025 Q3 2025 |
4,385
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,377
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
4,373
shares
|
$1.04 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,369
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
4,359
shares
|
$1.03 Million
0.16% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
4,357
shares
|
$1.03 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Nov 13, 2025 Q3 2025 |
4,350
shares
|
$1.03 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
4,342
shares
|
$1.03 Million
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
4,341
shares
|
$1.03 Million
0.12% of portfolio
|
Q4 2025
Reduced 29.8%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
4,336
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
4,332
shares
|
$1.03 Million
0.12% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
4,331
shares
|
$1.03 Million
0.7% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jan 16, 2026 Q4 2025 |
4,324
shares
|
$1.02 Million
0.25% of portfolio
|
Q4 2025
Added 0.96%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
4,324
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2025
Added 14.42%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
4,320
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 40.4%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
4,302
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 97.34%
|
|
|
Prudent Man Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,296
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2025
Reduced 11.35%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,289
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 33.57%
|
|