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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$367,870
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
1,549
shares
|
$367,159
0.24% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,546
shares
|
$366,448
0.04% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,546
shares
|
$366,448
0.32% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
1,545
shares
|
$366,211
0.03% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,545
shares
|
$366,211
0.02% of portfolio
|
Q3 2025
Added 5.03%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
1,543
shares
|
$365,737
0.08% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2025 Q3 2025 |
1,542
shares
|
$365,500
0.17% of portfolio
|
Q3 2025
Reduced 40.76%
|
|
|
Pettee Investors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,540
shares
|
$365,026
0.21% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
1,535
shares
|
$363,841
0.12% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
1,534
shares
|
$363,604
0.07% of portfolio
|
Q4 2025
Reduced 7.26%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
1,534
shares
|
$363,604
0.04% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
1,534
shares
|
$363,604
0.07% of portfolio
|
Q4 2025
Added 9.03%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,533
shares
|
$363,366
0.2% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,531
shares
|
$362,892
0.16% of portfolio
|
Q1 2025
Added 43.62%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$362,655
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
1,526
shares
|
$361,707
0.17% of portfolio
|
Q3 2025
Added 4.95%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 10, 2025 Q3 2025 |
1,525
shares
|
$361,470
0.22% of portfolio
|
Q1 2023
Reduced 51.2%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,522
shares
|
$360,759
0.02% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Nov 12, 2025 Q3 2025 |
1,521
shares
|
$360,522
0.23% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 14, 2026 Q4 2025 |
1,519
shares
|
$360,048
0.15% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
1,515
shares
|
$359,100
0.26% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
1,511
shares
|
$358,152
0.3% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
1,508
shares
|
$357,441
0.06% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 13, 2026 Q4 2025 |
1,505
shares
|
$356,730
0.07% of portfolio
|
Q4 2025
Reduced 93.93%
|
|