CRM · Company research
Salesforce, Inc. (CRM): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Park National Corporation | 805676 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 164754 | 37822576000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1141 | 261939 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5533 | 1270211 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1141 | 261939 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 1737090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2043 | 320056 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58 | 10827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Northwest & Ethical Investments L.P. | 2033536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6752 | 1057768 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MEEDER ASSET MANAGEMENT INC | 809443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 677 | 106059 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PINEBRIDGE INVESTMENTS LLC | 2088548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 187487 | 29371713 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IVC Wealth Advisors LLC | 1842811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2286 | 358125 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3030 | 474725 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 348624 | 54615436 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Keebeck Wealth Management | 1803675 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2096 | 329271 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2843744 | 445500935 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Midway Capital Research & Management | 2115416 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 7833 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Graney & King, LLC | 2051568 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162 | 25440 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9151 | 1433596 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| DILLON & ASSOCIATES INC | 1054425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11779 | 1849 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| GTS SECURITIES LLC | 1452765 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14081 | 2205929 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8844418 | 1385566524 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 299554 | 46928130 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Cornell Pochily Investment Advisors, Inc. | 1736260 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6936 | 1086520 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Gryphon Financial Partners LLC | 1729094 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3342 | 523632 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3164636 | 495771876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LYELL WEALTH MANAGEMENT, LP | 1686444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9551 | 1496317 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 526 | 82457 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Alpine Global Management, LLC | 1581655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1426 | 223397 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5183 | 811969 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DekaBank Deutsche Girozentrale | 1456228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 983201 | 181253 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CGC Financial Services, LLC | 1992785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 223 | 34935 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98543 | 15437714 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 884414 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74181 | 11621195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CRAWFORD INVESTMENT COUNSEL INC | 837592 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98464 | 15425296 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4412 | 691186 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36066 | 5650137 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hudson Capital Management LLC | 1727342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28911 | 4529246 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| IHT Wealth Management, LLC | 1697490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10495 | 1644100 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT CO LTD | 1055964 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 456863 | 71572158 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Westside Investment Management, Inc. | 1538383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9122 | 1429054 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Salomon & Ludwin, LLC | 1766156 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 594 | 96959 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Peterson Wealth Services | 1906799 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1495 | 234167 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 364 | 57024 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Kessler Investment Group, LLC | 1525947 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81446 | 12759330 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ponta Wealth Partners, LLC | 2107740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3206 | 502252 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1277279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35631 | 5581952 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Tempo Wealth, LLC | 2112005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4404 | 689927 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Truvestments Capital LLC | 1750405 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 792 | 124009 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Lloyd Advisory Services, LLC. | 1802474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11 | 1732 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| REGATTA CAPITAL GROUP, LLC | 1911488 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7049 | 1104278 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 75779 | 11871538 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 496918 | 77847174 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Seneschal Advisors, LLC | 2039659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 784 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 237328 | 37179825 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Purus Wealth Management, LLC | 1844250 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3003 | 470450 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Callan Family Office, LLC | 1938970 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31272 | 4899023 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Heron Bay Capital Management | 1842149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97010 | 15197602 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIDUCIARY FINANCIAL GROUP, LLC | 1925420 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4581 | 717659 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 426 | 66738 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1632802 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18776 | 2941448 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Ameritas Advisory Services, LLC | 1901275 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11477 | 1797909 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MILLENNIUM MANAGEMENT LLC | 1273087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1728600 | 270802476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Resonant Capital Advisors, LLC | 1803236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23373 | 3668736 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49919 | 7820311 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| TWIN PEAKS WEALTH ADVISORS, LLC | 2006218 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2211 | 346413 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| KPP Advisory Services LLC | 1989349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12124 | 1899409 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| RENASANT BANK | 1656167 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4782 | 749148 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Visionary Wealth Advisors | 1802984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3377 | 529051 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Penobscot Investment Management Company, Inc. | 1394866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2766 | 433322 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Asset One Wealth Management LLC | 2110759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5653 | 944125 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2852728 | 446908369 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pavaki Capital Management LLC | 2143027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8000 | 1253280 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ally Financial Inc. | 40729 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32500 | 5091450 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Safeguard Investment Advisory Group, LLC | 1846711 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1681 | 263386 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HILL ISLAND FINANCIAL LLC | 1909798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2407 | 377158 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Fragasso Financial Advisors Inc | 1613331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11501 | 1801738 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1156 | 181102 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| RPG Investment Advisory, LLC | 1666664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56031 | 8777816 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2695 | 422252 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| TOWER TRUST & INVESTMENT Co | 2067591 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5573 | 872993 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Dynamic Technology Lab Private Ltd | 1535387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4044 | 634000 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.