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 |
|---|---|---|---|---|---|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
1,675
shares
|
$397,025
0.27% of portfolio
|
Q3 2025
Added 9.48%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,674
shares
|
$396,788
0.07% of portfolio
|
Q3 2025
Reduced 30.4%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
1,669
shares
|
$395,603
0.02% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2025 Q3 2025 |
1,668
shares
|
$395,366
0.17% of portfolio
|
Q3 2025
Reduced 27.57%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Nov 14, 2025 Q3 2025 |
1,668
shares
|
$395,366
0.6% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,667
shares
|
$395,129
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$394,180
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|
|
|
Lafayette Investments, Inc.
|
Nov 06, 2025 Q3 2025 |
1,661
shares
|
$393,706
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
1,654
shares
|
$392,047
0.27% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2025 Q3 2025 |
1,652
shares
|
$391,573
0.12% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
1,651
shares
|
$391,336
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,651
shares
|
$391,336
0.29% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$390,625
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,642
shares
|
$389,203
0.01% of portfolio
|
Q3 2025
Added 28.08%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$389,203
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Epiq Partners, LLC
|
Jan 07, 2026 Q4 2025 |
1,641
shares
|
$388,966
0.21% of portfolio
|
Q4 2025
Reduced 1.62%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,637
shares
|
$388,018
0.03% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,636
shares
|
$387,781
0.11% of portfolio
|
Q1 2025
Added 54.05%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,634
shares
|
$387,307
0.07% of portfolio
|
Q3 2025
Reduced 43.62%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,631
shares
|
$386,595
0.13% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
1,631
shares
|
$386,595
0.47% of portfolio
|
Q4 2025
Added 6.12%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,624
shares
|
$384,936
0.02% of portfolio
|
Q3 2025
Reduced 37.32%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
1,621
shares
|
$384,225
0.05% of portfolio
|
Q4 2025
Added 6.16%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,617
shares
|
$383,277
0.04% of portfolio
|
Q3 2025
Reduced 54.97%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
1,614
shares
|
$382,566
0.12% of portfolio
|
Q3 2025
Reduced 1.16%
|
|