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 |
|---|---|---|---|---|---|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
3,342
shares
|
$792,154
0.03% of portfolio
|
Q4 2025
Reduced 7.76%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
3,340
shares
|
$791,680
0.18% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
3,330
shares
|
$789,309
0.06% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
3,329
shares
|
$789,072
0.12% of portfolio
|
Q4 2025
Added 12.81%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
3,327
shares
|
$788,598
0.42% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,318
shares
|
$786,465
0.27% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
3,318
shares
|
$786,465
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,317
shares
|
$786,228
0.16% of portfolio
|
Q3 2025
Reduced 60.58%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
3,313
shares
|
$785,280
0.31% of portfolio
|
Q3 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
3,301
shares
|
$782,436
0.03% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
3,296
shares
|
$781,250
0.07% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
3,294
shares
|
$780,776
0.31% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 10, 2025 Q3 2025 |
3,294
shares
|
$780,776
0.34% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
3,293
shares
|
$780,539
0.16% of portfolio
|
Q3 2025
Added 13.59%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,276
shares
|
$776,510
0.19% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 03, 2025 Q3 2025 |
3,270
shares
|
$775,088
0.7% of portfolio
|
Q3 2025
Added 23.86%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,262
shares
|
$773,191
0.89% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
3,260
shares
|
$772,717
0.23% of portfolio
|
Q3 2025
Added 39.67%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
3,256
shares
|
$771,769
0.33% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
Fore Capital, LLC
|
Nov 13, 2025 Q3 2025 |
3,250
shares
|
$770,347
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,246
shares
|
$769,399
0.27% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
3,246
shares
|
$769,399
0.31% of portfolio
|
Q3 2025
Reduced 16.47%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
3,232
shares
|
$766,080
0.19% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
3,220
shares
|
$763,236
0.39% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
3,216
shares
|
$762,288
0.02% of portfolio
|
Q3 2025
Added 1.84%
|
|