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 |
|---|---|---|---|---|---|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$643,536
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,706
shares
|
$641,403
0.42% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$640,692
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,690
shares
|
$637,610
0.04% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
2,689
shares
|
$637,373
0.14% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,687
shares
|
$636,899
0.05% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
2,687
shares
|
$636,899
0.41% of portfolio
|
Q3 2025
Added 21.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
2,685
shares
|
$636,425
0.07% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Karani Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,685
shares
|
$636,425
0.51% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
2,685
shares
|
$636,425
0.2% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,680
shares
|
$635,240
0.02% of portfolio
|
Q3 2025
Reduced 21.27%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
2,679
shares
|
$635,003
0.01% of portfolio
|
Q4 2025
Added 4.2%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
2,674
shares
|
$633,818
0.07% of portfolio
|
Q3 2025
Reduced 75.92%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,673
shares
|
$633,581
0.06% of portfolio
|
Q3 2025
Reduced 8.02%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$633,344
0.37% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
2,656
shares
|
$629,551
0.39% of portfolio
|
Q3 2025
Added 19.21%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,654
shares
|
$629,077
0.15% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
2,649
shares
|
$627,892
0.21% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,648
shares
|
$627,655
0.16% of portfolio
|
Q3 2025
Reduced 62.81%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,648
shares
|
$627,655
0.02% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 15, 2026 Q4 2025 |
2,643
shares
|
$626,470
0.09% of portfolio
|
Q4 2025
Reduced 5.06%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,636
shares
|
$624,811
0.03% of portfolio
|
Q3 2025
Reduced 87.74%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,636
shares
|
$624,811
1.32% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
2,634
shares
|
$624,337
0.46% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
2,629
shares
|
$623,151
0.18% of portfolio
|
Q4 2025
Reduced 6.41%
|
|