Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,321 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 |
|---|---|---|---|---|---|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
2,508
shares
|
$594,471
0.53% of portfolio
|
Q3 2025
Reduced 9.75%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
2,507
shares
|
$594,234
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
2,507
shares
|
$594,234
0.17% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
2,484
shares
|
$588,782
0.44% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
Mizuho Securities Co. Ltd.
|
Oct 29, 2025 Q3 2025 |
2,480
shares
|
$587,834
4.17% of portfolio
|
Q3 2025
Added 6100.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
2,472
shares
|
$585,938
0.09% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
2,471
shares
|
$585,701
0.17% of portfolio
|
Q3 2025
Reduced 24.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
2,467
shares
|
$584,753
0.09% of portfolio
|
Q3 2025
Reduced 27.44%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,459
shares
|
$582,856
0.05% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
2,457
shares
|
$582,382
0.04% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
2,453
shares
|
$581,434
0.2% of portfolio
|
Q4 2025
Reduced 13.93%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,452
shares
|
$581,197
0.11% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,447
shares
|
$580,012
0.03% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
2,445
shares
|
$579,538
0.39% of portfolio
|
Q3 2025
Reduced 14.75%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
2,445
shares
|
$579,538
0.46% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
2,441
shares
|
$578,590
0.14% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jan 15, 2026 Q4 2025 |
2,440
shares
|
$578,353
0.36% of portfolio
|
Q4 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Nov 10, 2025 Q3 2025 |
2,439
shares
|
$578,116
0.05% of portfolio
|
Q3 2025
Reduced 66.95%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
2,439
shares
|
$578,116
0.15% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,436
shares
|
$577,405
0.05% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
2,435
shares
|
$577,168
0.23% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,430
shares
|
$575,982
0.03% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,424
shares
|
$574,560
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
2,423
shares
|
$574,323
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
2,420
shares
|
$573,612
0.25% of portfolio
|
Q3 2025
New holding
|
|