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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,316
shares
|
$548,961
0.11% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
2,313
shares
|
$548,250
0.02% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
2,310
shares
|
$547,539
0.21% of portfolio
|
Q3 2025
Reduced 28.84%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
2,300
shares
|
$545,169
0.16% of portfolio
|
Q3 2025
Reduced 46.3%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,299
shares
|
$544,931
0.14% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
2,298
shares
|
$544,694
0.04% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
2,295
shares
|
$543,983
0.1% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
2,293
shares
|
$543,509
0.32% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,290
shares
|
$542,798
0.08% of portfolio
|
Q4 2025
Added 5.24%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
2,287
shares
|
$542,087
0.23% of portfolio
|
Q3 2025
Added 51.06%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
2,286
shares
|
$541,850
0.3% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
2,281
shares
|
$540,665
0.23% of portfolio
|
Q3 2025
Added 15.96%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 16, 2026 Q4 2025 |
2,272
shares
|
$538,532
0.24% of portfolio
|
Q4 2025
Added 5.67%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$538,532
0.06% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,268
shares
|
$537,584
0.01% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
2,264
shares
|
$536,635
0.06% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,261
shares
|
$535,924
0.12% of portfolio
|
Q1 2025
Added 43.52%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
2,260
shares
|
$535,687
0.15% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
2,256
shares
|
$534,739
0.17% of portfolio
|
Q4 2025
Added 2.92%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,255
shares
|
$534,502
0.34% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 29, 2025 Q3 2025 |
2,246
shares
|
$532,369
0.18% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
2,238
shares
|
$530,473
0.07% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,237
shares
|
$530,236
0.58% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,234
shares
|
$529,525
0.19% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
2,232
shares
|
$529,050
0.04% of portfolio
|
Q3 2025
Reduced 51.25%
|
|