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 |
|---|---|---|---|---|---|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Oct 27, 2025 Q3 2025 |
1,438
shares
|
$340,849
0.6% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
1,435
shares
|
$340,138
0.03% of portfolio
|
Q3 2025
Reduced 67.26%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,435
shares
|
$340,138
0.1% of portfolio
|
Q3 2025
Reduced 10.03%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,435
shares
|
$340,138
0.32% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,433
shares
|
$339,663
0.11% of portfolio
|
Q3 2025
Added 39.13%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,432
shares
|
$339,426
0.07% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
1,431
shares
|
$339,189
0.08% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,427
shares
|
$338,241
0.18% of portfolio
|
Q3 2025
Added 15.83%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
1,426
shares
|
$338,004
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
1,426
shares
|
$338,004
0.02% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Foster Group, Inc.
|
Jan 12, 2026 Q4 2025 |
1,422
shares
|
$337,056
0.01% of portfolio
|
Q4 2025
Added 27.19%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
1,421
shares
|
$336,819
0.19% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,420
shares
|
$336,582
0.05% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
1,419
shares
|
$336,345
0.1% of portfolio
|
Q3 2025
Reduced 28.26%
|
|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
1,417
shares
|
$335,871
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Nov 24, 2025 Q3 2025 |
1,413
shares
|
$334,923
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
1,406
shares
|
$333,264
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
1,405
shares
|
$333,027
0.08% of portfolio
|
Q3 2025
Added 70.72%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
1,402
shares
|
$332,316
0.11% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,401
shares
|
$332,079
0.04% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,401
shares
|
$332,079
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
1,400
shares
|
$331,842
0.05% of portfolio
|
Q3 2025
Added 33.08%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$331,842
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$331,842
0.0% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,399
shares
|
$331,604
0.03% of portfolio
|
Q4 2025
Reduced 78.58%
|
|