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 |
|---|---|---|---|---|---|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
4,286
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
4,282
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2025
Added 31.96%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
4,270
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
4,264
shares
|
$1.01 Million
0.32% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.01 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
4,236
shares
|
$1 Million
0.81% of portfolio
|
Q4 2025
Added 1.15%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
4,205
shares
|
$996,711
0.9% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
4,204
shares
|
$996,474
0.13% of portfolio
|
Q4 2025
Reduced 64.62%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
4,202
shares
|
$996,000
0.38% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,197
shares
|
$994,814
0.01% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,193
shares
|
$993,866
0.43% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
4,187
shares
|
$992,444
0.23% of portfolio
|
Q3 2025
Added 52237.5%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,184
shares
|
$991,733
0.1% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,173
shares
|
$989,126
0.06% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
4,170
shares
|
$988,415
0.22% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2026 Q4 2025 |
4,167
shares
|
$987,704
0.26% of portfolio
|
Q4 2025
Reduced 0.97%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
4,164
shares
|
$986,992
0.34% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,163
shares
|
$986,755
0.23% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
4,150
shares
|
$983,674
0.03% of portfolio
|
Q3 2025
Reduced 18.31%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
4,139
shares
|
$981,067
0.09% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
4,129
shares
|
$978,696
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
4,117
shares
|
$975,852
0.6% of portfolio
|
Q4 2025
Reduced 10.67%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 10, 2025 Q3 2025 |
4,100
shares
|
$971,823
0.08% of portfolio
|
Q3 2025
Added 20.59%
|
|