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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,087
shares
|
$731,711
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,078
shares
|
$729,578
0.35% of portfolio
|
Q3 2025
Reduced 45.17%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
3,078
shares
|
$729,578
0.27% of portfolio
|
Q3 2025
Added 58.99%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,075
shares
|
$728,867
3.3% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Waverton Investment Management LTD
|
Nov 12, 2025 Q3 2025 |
3,073
shares
|
$728,393
0.01% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
3,070
shares
|
$727,682
0.06% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
3,062
shares
|
$725,785
0.11% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,059
shares
|
$725,074
0.03% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
3,058
shares
|
$724,837
0.27% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
3,050
shares
|
$722,941
0.04% of portfolio
|
Q3 2025
Reduced 92.99%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
3,050
shares
|
$722,941
0.62% of portfolio
|
Q4 2025
Added 7.17%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
3,038
shares
|
$720,097
0.08% of portfolio
|
Q4 2025
Added 6.45%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
3,030
shares
|
$718,200
0.13% of portfolio
|
Q3 2025
Added 194.75%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$713,934
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 16, 2026 Q4 2025 |
3,005
shares
|
$712,275
0.23% of portfolio
|
Q4 2025
Reduced 51.26%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
3,004
shares
|
$712,038
0.54% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Prentice Wealth Management LLC
|
Oct 09, 2025 Q3 2025 |
3,000
shares
|
$711,090
0.18% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$711,090
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,998
shares
|
$710,615
0.01% of portfolio
|
Q3 2025
Added 77.71%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,991
shares
|
$708,956
0.2% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,986
shares
|
$707,771
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
2,980
shares
|
$706,349
0.04% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
2,971
shares
|
$704,216
0.07% of portfolio
|
Q3 2025
Added 98.86%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
2,961
shares
|
$701,845
0.01% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,950
shares
|
$699,238
0.02% of portfolio
|
Q3 2025
Reduced 5.48%
|
|