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 |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
1,742
shares
|
$412,906
0.03% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,738
shares
|
$411,958
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,737
shares
|
$411,721
0.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Nov 13, 2025 Q3 2025 |
1,737
shares
|
$411,721
0.57% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,735
shares
|
$411,247
0.13% of portfolio
|
Q3 2025
Added 66.03%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$410,535
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,729
shares
|
$409,824
0.09% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
1,728
shares
|
$409,587
0.1% of portfolio
|
Q3 2025
Added 10.2%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
1,724
shares
|
$408,639
0.14% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
1,715
shares
|
$406,506
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,711
shares
|
$405,558
0.14% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
1,710
shares
|
$405,321
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
1,704
shares
|
$403,899
0.07% of portfolio
|
Q3 2025
Reduced 8.58%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
1,702
shares
|
$403,425
0.14% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
1,700
shares
|
$402,951
0.33% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,695
shares
|
$401,765
0.23% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
1,689
shares
|
$400,343
0.23% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,688
shares
|
$400,106
0.1% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
1,686
shares
|
$399,632
0.23% of portfolio
|
Q4 2025
Added 0.9%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
1,686
shares
|
$399,632
0.39% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
1,685
shares
|
$399,395
0.2% of portfolio
|
Q4 2025
Added 7.67%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
1,684
shares
|
$399,158
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,684
shares
|
$399,158
0.07% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,682
shares
|
$398,684
0.13% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,678
shares
|
$397,736
0.04% of portfolio
|
Q3 2025
Reduced 0.77%
|
|