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 |
|---|---|---|---|---|---|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
3,489
shares
|
$826,997
0.82% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
3,486
shares
|
$826,286
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,481
shares
|
$825,101
0.13% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
3,480
shares
|
$824,864
0.52% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$823,679
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 07, 2025 Q3 2025 |
3,468
shares
|
$822,020
0.76% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
3,467
shares
|
$821,783
0.24% of portfolio
|
Q4 2025
Reduced 6.68%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
3,461
shares
|
$820,360
0.81% of portfolio
|
Q3 2025
Reduced 20.31%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
3,458
shares
|
$819,649
0.65% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
3,456
shares
|
$819,175
0.19% of portfolio
|
Q3 2025
Added 61.87%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
3,453
shares
|
$818,464
0.05% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,438
shares
|
$814,909
0.06% of portfolio
|
Q3 2025
Reduced 30.02%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
3,420
shares
|
$810,642
0.0% of portfolio
|
Q3 2025
Reduced 72.65%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,411
shares
|
$808,509
0.24% of portfolio
|
Q3 2025
Reduced 41.19%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$805,427
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,398
shares
|
$805,427
0.13% of portfolio
|
Q4 2025
Reduced 8.09%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
3,394
shares
|
$804,479
0.07% of portfolio
|
Q4 2025
Reduced 5.06%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,391
shares
|
$803,768
0.07% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
3,371
shares
|
$799,028
0.25% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Everest Management Corp.
Cupertino, CA |
Nov 06, 2025 Q3 2025 |
3,370
shares
|
$798,791
0.51% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
3,368
shares
|
$798,317
0.13% of portfolio
|
Q4 2025
Added 29.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
3,364
shares
|
$797,368
0.16% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
3,360
shares
|
$796,420
0.11% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
3,355
shares
|
$795,235
0.58% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,354
shares
|
$794,998
0.36% of portfolio
|
Q3 2025
Reduced 4.82%
|
|