CRM — Salesforce Inc Institutional Holders · Q3 2026

Name: Who Owns CRM? 126 Institutions Hold $424M (Q3 2026)
Creator: ko.io

Who owns Salesforce Inc (CRM)? 126 institutions reported holding $423.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($84.5M), Mn Services Vermogensbeheer B.V. ($54.3M), Park National Corp ($37.9M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$84.5M	367,924	Added
2	Mn Services Vermogensbeheer B.V.	$54.3M	236,708	Added
3	PARK NATIONAL CORP /OH/	$37.9M	165,114	Trimmed
4	VALLEY WEALTH MANAGERS, INC.	$29.2M	127,153	Trimmed
5	Kessler Investment Group, LLC	$17.2M	75,124	Trimmed
6	Farther Finance Advisors, LLC	$16.8M	72,965	Added
7	CACTI ASSET MANAGEMENT LLC	$14.4M	64,070	New
8	CX Institutional	$12.0M	52,240	Added
9	Paragon Capital Management Ltd	$12.0M	52,139	Hold
10	JACOBS & CO/CA	$9.9M	43,192	Trimmed
11	MassMutual Private Wealth & Trust, FSB	$8.3M	36,067	Trimmed
12	PKO BP BANKOWY Universal Pension Society JSC	$8.0M	34,700	Trimmed
13	Venture Visionary Partners LLC	$7.8M	33,909	Added
14	Deane Retirement Strategies, Inc.	$7.0M	30,356	Trimmed
15	WoodTrust Financial Corp	$6.5M	28,390	Trimmed
16	Kennon-Green & Company, LLC	$5.5M	24,147	New
17	Williams & Novak, LLC	$5.0M	21,949	Added
18	Valeo Financial Advisors, LLC	$4.5M	19,789	Added
19	Iowa State Bank	$4.5M	19,538	Added
20	GAMMA Investing LLC	$4.5M	19,496	Added
21	FIRST FINANCIAL BANK - TRUST DIVISION	$4.1M	17,872	Added
22	CANANDAIGUA NATIONAL BANK & TRUST CO	$3.5M	15,131	Added
23	Wedmont Private Capital	$2.6M	11,421	Trimmed
24	MOODY NATIONAL BANK TRUST DIVISION	$2.5M	10,757	Added
25	Trust Co	$2.3M	10,164	Added

Source: SEC Form 13F filings · as of 2026-09-30