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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
1,609
shares
|
$381,381
0.02% of portfolio
|
Q3 2025
Added 9.75%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
1,606
shares
|
$380,670
0.02% of portfolio
|
Q3 2025
Reduced 10.88%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
1,601
shares
|
$379,485
0.01% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
1,591
shares
|
$377,114
0.03% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Grandfield & Dodd, LLC
|
Oct 30, 2025 Q3 2025 |
1,589
shares
|
$376,640
0.02% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
1,588
shares
|
$376,403
0.25% of portfolio
|
Q3 2025
Added 29.53%
|
|
|
Claret Asset Management Corp
|
Nov 13, 2025 Q3 2025 |
1,585
shares
|
$375,692
0.04% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
1,585
shares
|
$375,692
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
1,585
shares
|
$375,692
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
1,580
shares
|
$374,507
0.12% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
1,577
shares
|
$373,796
0.2% of portfolio
|
Q3 2025
Added 73.11%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
1,575
shares
|
$373,322
0.07% of portfolio
|
Q3 2025
Reduced 11.96%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,575
shares
|
$373,322
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
1,574
shares
|
$373,085
0.03% of portfolio
|
Q3 2025
Reduced 66.88%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,570
shares
|
$372,137
0.07% of portfolio
|
Q2 2025
Reduced 76.1%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
1,569
shares
|
$371,900
0.1% of portfolio
|
Q3 2025
Reduced 33.23%
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
1,568
shares
|
$371,663
0.27% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Oct 28, 2025 Q3 2025 |
1,565
shares
|
$370,951
0.29% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
1,561
shares
|
$370,003
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,558
shares
|
$369,292
0.02% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,555
shares
|
$368,581
0.04% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
1,554
shares
|
$368,344
0.02% of portfolio
|
Q4 2025
Added 34.66%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$368,107
0.5% of portfolio
|
Q3 2023
New holding
|
|