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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
2,861
shares
|
$678,142
0.08% of portfolio
|
Q4 2025
Reduced 8.48%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
2,857
shares
|
$677,194
0.05% of portfolio
|
Q3 2025
Added 6.29%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
2,854
shares
|
$676,483
0.49% of portfolio
|
Q3 2025
Reduced 30.07%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
2,851
shares
|
$675,772
0.21% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,839
shares
|
$672,928
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Nov 13, 2025 Q3 2025 |
2,837
shares
|
$672,454
0.24% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$671,031
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
2,822
shares
|
$668,898
0.37% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
2,821
shares
|
$668,661
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
2,817
shares
|
$667,713
0.57% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
2,817
shares
|
$667,713
0.47% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Tb Alternative Assets Ltd.
|
Jan 16, 2026 Q4 2025 |
2,813
shares
|
$666,765
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Tandem Capital Management Corp
|
Nov 12, 2025 Q3 2025 |
2,778
shares
|
$658,469
0.34% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$656,573
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
2,766
shares
|
$655,624
0.02% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,753
shares
|
$652,543
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,743
shares
|
$650,173
0.02% of portfolio
|
Q3 2025
Reduced 37.55%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
2,736
shares
|
$648,514
0.12% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
2,734
shares
|
$648,040
0.68% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$648,040
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,733
shares
|
$647,802
0.1% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,731
shares
|
$647,328
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Aegon Asset Management Uk PLC
|
Oct 31, 2025 Q3 2025 |
2,729
shares
|
$646,854
0.01% of portfolio
|
Q3 2025
Added 135.66%
|
|
|
Blue Spruce Investments, LP
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,728
shares
|
$646,617
0.01% of portfolio
|
Q3 2025
Reduced 99.7%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$644,010
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|