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 |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 08, 2026 Q4 2025 |
1,824
shares
|
$432,342
0.2% of portfolio
|
Q4 2025
Reduced 5.1%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
1,823
shares
|
$432,105
0.07% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$431,394
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,816
shares
|
$430,446
0.07% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,816
shares
|
$430,446
0.04% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
1,814
shares
|
$429,972
0.15% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
1,807
shares
|
$428,313
0.1% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Nov 06, 2025 Q3 2025 |
1,802
shares
|
$427,128
0.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,801
shares
|
$426,891
0.05% of portfolio
|
Q3 2025
Added 221.61%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$426,654
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,799
shares
|
$426,416
0.09% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
1,797
shares
|
$425,942
0.1% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 23, 2025 Q3 2025 |
1,793
shares
|
$424,994
0.12% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
1,783
shares
|
$422,624
0.07% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
1,780
shares
|
$421,913
0.18% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
1,780
shares
|
$421,913
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
1,778
shares
|
$421,439
0.01% of portfolio
|
Q4 2025
Added 6.59%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 05, 2026 Q4 2025 |
1,778
shares
|
$421,439
0.26% of portfolio
|
Q4 2025
Reduced 23.26%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$421,202
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$420,017
0.09% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
1,770
shares
|
$419,543
0.29% of portfolio
|
Q3 2025
Reduced 51.97%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,760
shares
|
$417,172
0.07% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,759
shares
|
$416,935
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,756
shares
|
$416,224
0.04% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
1,755
shares
|
$415,987
0.27% of portfolio
|
Q3 2025
Added 12.86%
|
|