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 |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
2,024
shares
|
$479,748
0.13% of portfolio
|
Q4 2025
Reduced 21.82%
|
|
|
Lvw Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
2,018
shares
|
$478,326
0.05% of portfolio
|
Q4 2025
Added 9.38%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
2,015
shares
|
$477,615
0.17% of portfolio
|
Q3 2025
Reduced 9.92%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
2,003
shares
|
$474,771
0.2% of portfolio
|
Q3 2025
Reduced 69.06%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
2,001
shares
|
$474,297
0.14% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$474,060
0.04% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
2,000
shares
|
$474,060
0.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$474,060
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
Jan 15, 2026 Q4 2025 |
2,000
shares
|
$474,060
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,997
shares
|
$473,348
0.03% of portfolio
|
Q3 2025
Reduced 6.73%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
1,995
shares
|
$472,874
0.09% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$472,163
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
1,988
shares
|
$471,215
0.06% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,987
shares
|
$470,978
0.12% of portfolio
|
Q3 2025
Reduced 8.9%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,983
shares
|
$470,030
0.13% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
1,970
shares
|
$466,949
0.02% of portfolio
|
Q3 2025
Reduced 27.12%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,966
shares
|
$466,000
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,965
shares
|
$465,763
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
1,964
shares
|
$465,526
0.03% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
1,956
shares
|
$463,630
0.51% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,948
shares
|
$461,734
0.07% of portfolio
|
Q3 2025
Reduced 6.17%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$461,497
0.04% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
1,942
shares
|
$460,312
0.34% of portfolio
|
Q4 2025
Added 73.39%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
1,940
shares
|
$459,838
0.07% of portfolio
|
Q4 2025
Added 36.62%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,936
shares
|
$458,890
0.03% of portfolio
|
Q3 2025
Reduced 71.52%
|
|