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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
3,612
shares
|
$856,152
0.13% of portfolio
|
Q3 2025
Added 18.27%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,607
shares
|
$854,967
0.13% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 14, 2025 Q3 2025 |
3,600
shares
|
$853,308
1.02% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
3,598
shares
|
$852,833
0.17% of portfolio
|
Q3 2025
Added 33.06%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 14, 2025 Q3 2025 |
3,596
shares
|
$852,359
0.38% of portfolio
|
Q3 2025
Added 25.17%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
3,590
shares
|
$850,937
0.28% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
3,585
shares
|
$849,752
0.53% of portfolio
|
Q3 2025
Added 118.2%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$845,486
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,566
shares
|
$845,248
0.02% of portfolio
|
Q3 2025
Reduced 97.21%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,565
shares
|
$845,011
0.07% of portfolio
|
Q4 2025
Reduced 6.65%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
3,560
shares
|
$843,826
0.03% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
3,551
shares
|
$841,693
0.09% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,538
shares
|
$838,612
0.05% of portfolio
|
Q3 2025
Reduced 42.22%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
3,531
shares
|
$836,952
0.61% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
3,530
shares
|
$836,715
0.03% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
3,525
shares
|
$835,530
0.35% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,512
shares
|
$832,449
0.05% of portfolio
|
Q3 2025
Reduced 73.05%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
3,509
shares
|
$831,738
0.76% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
3,507
shares
|
$831,264
0.41% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,506
shares
|
$831,027
0.02% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
3,506
shares
|
$831,027
0.14% of portfolio
|
Q3 2025
Added 8.11%
|
|
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
3,506
shares
|
$831,027
0.53% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
3,501
shares
|
$829,842
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
3,499
shares
|
$829,367
0.02% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,492
shares
|
$827,708
0.41% of portfolio
|
Q3 2025
Added 15.36%
|
|