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 |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$971,823
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$971,111
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
4,082
shares
|
$967,556
0.48% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
4,079
shares
|
$966,845
0.41% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
4,078
shares
|
$966,608
0.12% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$965,897
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
4,072
shares
|
$965,186
0.28% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$962,815
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
4,061
shares
|
$962,578
0.4% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,059
shares
|
$962,104
0.06% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
4,058
shares
|
$961,867
0.05% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Oct 16, 2025 Q3 2025 |
4,034
shares
|
$956,179
0.74% of portfolio
|
Q3 2025
Reduced 7.86%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$952,860
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
4,002
shares
|
$948,594
0.93% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
3,993
shares
|
$946,460
0.03% of portfolio
|
Q3 2025
Reduced 45.42%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
3,990
shares
|
$945,749
0.26% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
3,989
shares
|
$945,512
0.03% of portfolio
|
Q4 2025
Reduced 3.62%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
3,976
shares
|
$942,431
0.18% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$940,060
2.2% of portfolio
|
Q2 2022
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$939,586
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,956
shares
|
$937,690
0.16% of portfolio
|
Q3 2025
Added 19.66%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
3,955
shares
|
$937,453
0.06% of portfolio
|
Q3 2025
Reduced 91.99%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
3,938
shares
|
$933,424
0.11% of portfolio
|
Q3 2025
Reduced 84.51%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
3,933
shares
|
$932,238
0.42% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
3,923
shares
|
$929,868
0.07% of portfolio
|
Q3 2025
Added 1.61%
|
|