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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
2,117
shares
|
$501,792
0.08% of portfolio
|
Q4 2025
Added 6.92%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,117
shares
|
$501,792
0.25% of portfolio
|
Q3 2025
Added 245.92%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
2,113
shares
|
$500,844
0.08% of portfolio
|
Q3 2025
Reduced 6.75%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,110
shares
|
$500,133
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,107
shares
|
$499,422
0.16% of portfolio
|
Q3 2025
Added 1.2%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
2,103
shares
|
$498,474
0.15% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Nov 13, 2025 Q3 2025 |
2,102
shares
|
$498,237
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,096
shares
|
$496,814
0.21% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$495,866
0.06% of portfolio
|
Q3 2025
Added 57.29%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
2,083
shares
|
$493,733
0.23% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,078
shares
|
$492,548
0.13% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
2,077
shares
|
$492,311
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
2,076
shares
|
$492,074
0.12% of portfolio
|
Q4 2025
Added 1.67%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,070
shares
|
$490,652
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
2,067
shares
|
$489,941
0.38% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
2,065
shares
|
$489,466
0.09% of portfolio
|
Q3 2025
Added 10.43%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
2,062
shares
|
$488,755
0.25% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
2,058
shares
|
$487,807
0.07% of portfolio
|
Q3 2025
Reduced 64.98%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
2,050
shares
|
$485,911
0.29% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Element Capital Management LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,040
shares
|
$483,541
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
2,036
shares
|
$482,593
0.04% of portfolio
|
Q4 2025
Reduced 4.1%
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
2,035
shares
|
$482,356
0.34% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Nov 07, 2025 Q3 2025 |
2,030
shares
|
$481,170
0.25% of portfolio
|
Q3 2025
Added 17.61%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
2,030
shares
|
$481,170
0.4% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,027
shares
|
$480,459
0.15% of portfolio
|
Q3 2025
Added 0.9%
|
|