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 |
|---|---|---|---|---|---|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,222
shares
|
$526,680
0.04% of portfolio
|
Q4 2025
Reduced 4.43%
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
2,215
shares
|
$525,021
0.09% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Cookson Peirce & CO Inc
|
Nov 06, 2025 Q3 2025 |
2,214
shares
|
$524,784
0.02% of portfolio
|
Q3 2025
Added 146.0%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
2,205
shares
|
$522,651
0.03% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
2,201
shares
|
$521,703
0.02% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,190
shares
|
$519,095
0.06% of portfolio
|
Q3 2025
Reduced 33.11%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,185
shares
|
$517,910
0.14% of portfolio
|
Q4 2025
Reduced 3.19%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,180
shares
|
$516,725
0.29% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
2,178
shares
|
$516,251
0.21% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,175
shares
|
$515,540
0.34% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Oct 28, 2025 Q3 2025 |
2,172
shares
|
$514,829
0.49% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
2,168
shares
|
$513,881
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
2,167
shares
|
$513,644
0.09% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
2,165
shares
|
$513,169
0.13% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 08, 2026 Q4 2025 |
2,163
shares
|
$512,695
0.1% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,160
shares
|
$511,984
0.04% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
2,148
shares
|
$509,140
0.18% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
2,140
shares
|
$507,244
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,138
shares
|
$506,770
0.07% of portfolio
|
Q3 2025
Added 102.65%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
2,133
shares
|
$505,584
0.07% of portfolio
|
Q3 2025
Added 54.45%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
2,130
shares
|
$504,873
0.04% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,127
shares
|
$504,162
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
2,125
shares
|
$503,688
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
2,121
shares
|
$502,740
0.07% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$501,792
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|