CRM Salesforce, Inc.
Salesforce, Inc. (CRM) Institutional Ownership
What the institutions did with CRM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| PARK NATIONAL CORP /OH/ | 165.1K | 39.6% |
| CACTI ASSET MANAGEMENT LLC | 64.1K | 15.4% |
| CX Institutional | 52.2K | 12.5% |
| MassMutual Private Wealth & Trust, FSB | 36.1K | 8.6% |
| Kennon-Green & Company, LLC | 24.1K | 5.8% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 17.9K | 4.3% |
| Boltwood Capital Management | 9.5K | 2.3% |
| Ridgewood Investments LLC | 6.6K | 1.6% |
| EASTERN BANK | 6.2K | 1.5% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 5.9K | 1.4% |
| ROCKLAND TRUST CO | 5.2K | 1.3% |
| NEVILLE RODIE & SHAW INC | 4.1K | 1.0% |
| Adelphi Trust Co | 3.9K | 0.9% |
| Roxbury Financial LLC | 3.8K | 0.9% |
| Miller Global Investments, LLC | 3.4K | 0.8% |
| Versant Capital Management, Inc | 2.7K | 0.7% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.0K | 0.5% |
| Montecito Bank & Trust | 1.0K | 0.2% |
| BURKETT FINANCIAL SERVICES, LLC | 944 | 0.2% |
| GoalVest Advisory LLC | 816 | 0.2% |
| Rosenberg Matthew Hamilton | 332 | 0.1% |
| Hickory Point Bank & Trust | 250 | 0.1% |
| Noble Wealth Management PBC | 211 | 0.1% |
| Coastline Trust Co | 200 | 0.0% |
| Polaris Financial Partners | 176 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | New | 0 | 64.1K | +64.1K |
| Kennon-Green & Company, LLC | New | 0 | 24.1K | +24.1K |
| PARK NATIONAL CORP /OH/ | Reduced | 188.7K | 165.1K | -23.6K |
| DOLIVER ADVISORS, LP | Sold Out | 3.5K | 0 | -3.5K |
| NEVILLE RODIE & SHAW INC | Reduced | 6.2K | 4.1K | -2.1K |
| Montecito Bank & Trust | Reduced | 1.8K | 1.0K | -730 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 17.3K | 17.9K | +557 |
| CX Institutional | Increased | 51.8K | 52.2K | +458 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 6.3K | 5.9K | -429 |
| ROCKLAND TRUST CO | Reduced | 5.6K | 5.2K | -366 |
| EASTERN BANK | Increased | 5.9K | 6.2K | +324 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 2.3K | 2.0K | -256 |
| Boltwood Capital Management | Reduced | 9.7K | 9.5K | -207 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 36.2K | 36.1K | -155 |
| Coastline Trust Co | Reduced | 343 | 200 | -143 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 806 | 944 | +138 |
| Ridgewood Investments LLC | Reduced | 6.8K | 6.6K | -118 |
| Roxbury Financial LLC | Reduced | 3.9K | 3.8K | -114 |
| Hickory Point Bank & Trust | Reduced | 350 | 250 | -100 |
| Adelphi Trust Co | Increased | 3.8K | 3.9K | +93 |
| Versant Capital Management, Inc | Increased | 2.7K | 2.7K | +76 |
| Central Pacific Bank - Trust Division | Sold Out | 5 | 0 | -5 |
| Planning Strategies Inc. | Reduced | 132 | 129 | -3 |
| GoalVest Advisory LLC | Increased | 813 | 816 | +3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.