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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
2,950
shares
|
$699,238
0.18% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
2,949
shares
|
$699,001
0.24% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
2,939
shares
|
$696,631
0.14% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,935
shares
|
$695,683
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 13, 2025 Q3 2025 |
2,930
shares
|
$694,497
0.17% of portfolio
|
Q3 2025
Reduced 31.48%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
2,927
shares
|
$693,786
0.24% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,924
shares
|
$693,075
0.16% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,918
shares
|
$691,653
0.05% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
2,913
shares
|
$690,468
0.2% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
2,910
shares
|
$689,757
0.28% of portfolio
|
Q3 2025
Reduced 51.69%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
2,908
shares
|
$689,283
0.2% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
2,904
shares
|
$688,335
0.26% of portfolio
|
Q3 2025
Added 5708.0%
|
|
|
Stiles Financial Services Inc
|
Oct 30, 2025 Q3 2025 |
2,900
shares
|
$687,387
0.23% of portfolio
|
Q3 2025
Added 270.84%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$686,438
0.0% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
2,888
shares
|
$684,542
0.1% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
2,884
shares
|
$683,594
0.05% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,882
shares
|
$683,120
0.33% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
2,876
shares
|
$681,698
0.25% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,872
shares
|
$680,750
1.35% of portfolio
|
Q3 2025
Added 117.41%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
2,871
shares
|
$680,513
0.14% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
2,870
shares
|
$680,276
0.22% of portfolio
|
Q3 2025
Added 153.09%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,867
shares
|
$679,565
0.5% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
2,867
shares
|
$679,565
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Donald L. Hagan, LLC
|
Oct 15, 2025 Q3 2025 |
2,865
shares
|
$679,090
0.38% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
2,863
shares
|
$678,616
0.17% of portfolio
|
Q3 2025
Added 26.35%
|
|