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 |
|---|---|---|---|---|---|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,420
shares
|
$573,612
0.06% of portfolio
|
Q3 2025
Added 38.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
2,406
shares
|
$570,294
0.08% of portfolio
|
Q3 2025
Added 66.16%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$569,583
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$568,397
0.08% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
2,395
shares
|
$567,686
0.09% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$567,686
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,391
shares
|
$566,738
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
2,384
shares
|
$565,079
0.03% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,383
shares
|
$564,842
0.36% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
2,381
shares
|
$564,368
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
2,376
shares
|
$563,183
0.3% of portfolio
|
Q3 2025
Added 27.26%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,362
shares
|
$559,864
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
2,356
shares
|
$558,442
0.21% of portfolio
|
Q3 2025
Added 115.95%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 14, 2025 Q3 2025 |
2,352
shares
|
$557,494
0.0% of portfolio
|
Q3 2025
Added 201.93%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
2,351
shares
|
$557,257
0.04% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,351
shares
|
$557,257
0.04% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
2,350
shares
|
$557,020
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,349
shares
|
$556,783
0.28% of portfolio
|
Q4 2022
Reduced 25.78%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,345
shares
|
$555,835
0.03% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,334
shares
|
$553,228
0.51% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,331
shares
|
$552,516
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
2,328
shares
|
$551,805
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,328
shares
|
$551,805
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
2,325
shares
|
$551,094
0.05% of portfolio
|
Q3 2025
Reduced 13.54%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,320
shares
|
$549,909
0.05% of portfolio
|
Q3 2025
Added 13.45%
|
|