Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,417 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Jul 21, 2025 Q2 2025 |
1,447
shares
|
$351,273
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,446
shares
|
$351,030
0.31% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
1,445
shares
|
$350,788
0.26% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
1,442
shares
|
$350,059
0.02% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,440
shares
|
$349,574
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
1,438
shares
|
$349,088
0.07% of portfolio
|
Q2 2025
Added 41.67%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$348,360
0.14% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jul 22, 2025 Q2 2025 |
1,435
shares
|
$348,360
0.32% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
1,434
shares
|
$348,117
0.11% of portfolio
|
Q2 2025
Added 9.97%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,431
shares
|
$347,389
0.05% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
1,431
shares
|
$347,389
0.07% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 12, 2025 Q2 2025 |
1,430
shares
|
$347,146
0.21% of portfolio
|
Q2 2025
Added 20.27%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
1,428
shares
|
$346,661
0.14% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
1,423
shares
|
$345,447
0.08% of portfolio
|
Q2 2025
Added 26.83%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
1,423
shares
|
$345,447
0.07% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
1,420
shares
|
$344,719
0.06% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,414
shares
|
$343,262
0.01% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
1,409
shares
|
$342,048
0.05% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
1,409
shares
|
$342,048
0.03% of portfolio
|
Q2 2025
Reduced 18.22%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$339,864
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$339,864
0.0% of portfolio
|
Q2 2025
Added 29.15%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$339,864
0.08% of portfolio
|
Q2 2025
Reduced 44.16%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
1,396
shares
|
$338,892
0.05% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,393
shares
|
$338,164
0.09% of portfolio
|
Q2 2025
Reduced 22.44%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$337,921
0.1% of portfolio
|
Q3 2024
New holding
|