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 |
|---|---|---|---|---|---|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$900,239
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
3,787
shares
|
$897,632
0.19% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,776
shares
|
$895,025
0.06% of portfolio
|
Q3 2025
Reduced 50.34%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
3,774
shares
|
$894,551
1.02% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
3,764
shares
|
$892,180
0.31% of portfolio
|
Q3 2025
Added 59.29%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 03, 2025 Q3 2025 |
3,756
shares
|
$890,284
0.7% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
3,752
shares
|
$889,336
0.0% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
3,752
shares
|
$889,336
0.0% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$887,914
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
3,744
shares
|
$887,440
0.38% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
3,743
shares
|
$887,203
0.05% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$886,255
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
3,734
shares
|
$885,070
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,727
shares
|
$883,410
0.04% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
3,723
shares
|
$882,462
0.16% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
3,685
shares
|
$873,455
0.58% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
3,678
shares
|
$871,796
0.29% of portfolio
|
Q3 2025
Reduced 62.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$869,189
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
3,649
shares
|
$864,922
0.03% of portfolio
|
Q3 2025
Reduced 37.54%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
3,646
shares
|
$864,211
0.09% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,646
shares
|
$864,211
0.04% of portfolio
|
Q3 2025
Added 12.12%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
3,643
shares
|
$863,500
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,642
shares
|
$863,263
0.14% of portfolio
|
Q4 2025
Reduced 23.5%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
3,633
shares
|
$861,129
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2025 Q3 2025 |
3,633
shares
|
$861,129
0.56% of portfolio
|
Q2 2025
New holding
|
|