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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
3,922
shares
|
$929,631
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
3,920
shares
|
$929,157
0.04% of portfolio
|
Q3 2025
Added 309.61%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$928,920
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$927,972
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
3,908
shares
|
$926,313
0.79% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
3,907
shares
|
$926,076
0.21% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Nov 06, 2025 Q3 2025 |
3,906
shares
|
$925,839
0.09% of portfolio
|
Q3 2025
Reduced 28.05%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
3,901
shares
|
$924,654
0.15% of portfolio
|
Q4 2025
Reduced 12.08%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,893
shares
|
$922,757
0.56% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
3,890
shares
|
$922,046
0.16% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
3,878
shares
|
$919,202
0.04% of portfolio
|
Q3 2025
Added 62.74%
|
|
|
Wincap Financial LLC
Boston, MA |
Jan 14, 2026 Q4 2025 |
3,865
shares
|
$916,120
0.7% of portfolio
|
Q4 2025
Reduced 8.5%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
3,864
shares
|
$915,883
0.12% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
3,863
shares
|
$915,646
0.42% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 23, 2025 Q3 2025 |
3,861
shares
|
$915,172
0.3% of portfolio
|
Q3 2025
Reduced 21.32%
|
|
|
Birinyi Associates Inc
|
Oct 29, 2025 Q3 2025 |
3,858
shares
|
$914,461
0.24% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
3,853
shares
|
$913,276
0.34% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
3,848
shares
|
$912,091
0.16% of portfolio
|
Q4 2025
Added 0.55%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 15, 2026 Q4 2025 |
3,848
shares
|
$912,091
0.63% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,831
shares
|
$908,061
0.91% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,830
shares
|
$907,824
0.03% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
3,815
shares
|
$904,269
0.49% of portfolio
|
Q4 2025
Reduced 11.65%
|
|
|
Btc Capital Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,804
shares
|
$901,662
0.06% of portfolio
|
Q4 2025
Added 11.07%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
3,804
shares
|
$901,662
0.05% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Limestone Investment Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
3,804
shares
|
$901,662
0.07% of portfolio
|
Q3 2025
New holding
|
|