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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
1,894
shares
|
$448,934
0.07% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,890
shares
|
$447,986
0.14% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,886
shares
|
$447,038
0.11% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,885
shares
|
$446,801
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
1,876
shares
|
$444,668
0.21% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,874
shares
|
$444,194
0.03% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Nov 13, 2025 Q3 2025 |
1,864
shares
|
$441,823
0.11% of portfolio
|
Q3 2025
Reduced 18.53%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
1,860
shares
|
$440,875
0.06% of portfolio
|
Q3 2025
Reduced 13.08%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
1,858
shares
|
$440,401
0.01% of portfolio
|
Q3 2025
Reduced 57.69%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$440,164
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,854
shares
|
$439,453
0.09% of portfolio
|
Q2 2025
Added 118.89%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
1,854
shares
|
$439,453
0.21% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$438,742
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,850
shares
|
$438,505
0.13% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,840
shares
|
$436,135
0.03% of portfolio
|
Q3 2025
Added 11.52%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
1,837
shares
|
$435,424
0.08% of portfolio
|
Q3 2025
Reduced 23.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
1,835
shares
|
$434,950
0.02% of portfolio
|
Q4 2025
Reduced 17.23%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
1,834
shares
|
$434,713
0.32% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,832
shares
|
$434,238
0.29% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
1,831
shares
|
$434,001
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
1,830
shares
|
$433,764
0.08% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,827
shares
|
$433,053
0.08% of portfolio
|
Q3 2025
Added 27.67%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 05, 2025 Q3 2025 |
1,826
shares
|
$432,816
0.1% of portfolio
|
Q3 2025
Reduced 8.2%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
1,826
shares
|
$432,816
0.24% of portfolio
|
Q3 2025
Reduced 49.67%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,824
shares
|
$432,342
0.06% of portfolio
|
Q4 2025
Added 16.03%
|
|