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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
1,500
shares
|
$355,545
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisors LLC
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$355,545
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,500
shares
|
$355,545
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,499
shares
|
$355,307
0.09% of portfolio
|
Q3 2025
Reduced 13.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
1,497
shares
|
$354,833
0.03% of portfolio
|
Q4 2025
Added 40.43%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,496
shares
|
$354,596
0.97% of portfolio
|
Q3 2025
Reduced 63.01%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
1,495
shares
|
$354,359
0.03% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 10, 2025 Q3 2025 |
1,491
shares
|
$353,411
0.15% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,487
shares
|
$352,463
0.01% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,485
shares
|
$351,989
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,481
shares
|
$351,041
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
1,475
shares
|
$349,619
0.03% of portfolio
|
Q3 2025
Reduced 23.65%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
1,475
shares
|
$349,619
0.16% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,470
shares
|
$348,434
0.07% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
1,466
shares
|
$347,485
0.13% of portfolio
|
Q4 2025
Reduced 40.74%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
1,464
shares
|
$347,011
0.06% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$345,826
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,457
shares
|
$345,352
0.1% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Baxter Bros Inc
|
Oct 14, 2025 Q3 2025 |
1,456
shares
|
$345,115
0.04% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,451
shares
|
$343,930
0.09% of portfolio
|
Q3 2025
Added 86.26%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$343,693
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 16, 2026 Q4 2025 |
1,443
shares
|
$342,034
0.07% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
1,443
shares
|
$342,034
0.06% of portfolio
|
Q3 2025
Reduced 13.12%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,440
shares
|
$341,323
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
1,438
shares
|
$340,849
0.07% of portfolio
|
Q3 2025
Reduced 22.35%
|
|