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 |
|---|---|---|---|---|---|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
1,936
shares
|
$458,890
0.29% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,935
shares
|
$458,653
0.09% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
1,934
shares
|
$458,416
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
1,930
shares
|
$457,467
0.12% of portfolio
|
Q3 2025
Reduced 54.63%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,928
shares
|
$456,993
0.17% of portfolio
|
Q3 2025
Reduced 8.67%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$456,282
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,925
shares
|
$456,282
0.12% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
1,924
shares
|
$456,045
0.03% of portfolio
|
Q3 2025
Reduced 97.59%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
1,924
shares
|
$456,045
0.25% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
1,920
shares
|
$455,097
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,920
shares
|
$455,097
0.16% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
1,918
shares
|
$454,623
0.06% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 20, 2025 Q3 2025 |
1,917
shares
|
$454,386
0.19% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
1,917
shares
|
$454,386
0.17% of portfolio
|
Q3 2025
Added 40.23%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,915
shares
|
$453,912
0.19% of portfolio
|
Q3 2025
Added 8.87%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,914
shares
|
$453,675
0.02% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$453,675
0.15% of portfolio
|
Q4 2022
Added 15.02%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 15, 2026 Q4 2025 |
1,913
shares
|
$453,438
0.09% of portfolio
|
Q4 2025
Reduced 2.99%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
1,912
shares
|
$453,201
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
1,908
shares
|
$452,253
0.28% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
1,904
shares
|
$451,305
0.1% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,902
shares
|
$450,831
0.01% of portfolio
|
Q3 2025
Added 40.78%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
1,901
shares
|
$450,594
0.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,897
shares
|
$449,645
0.25% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
1,896
shares
|
$449,408
0.4% of portfolio
|
Q3 2025
Added 25.65%
|
|