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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,391
shares
|
$337,679
0.17% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
1,391
shares
|
$337,679
0.07% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,381
shares
|
$335,251
0.06% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,379
shares
|
$334,766
0.12% of portfolio
|
Q2 2025
Reduced 57.76%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$334,766
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
1,378
shares
|
$334,523
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
1,377
shares
|
$334,280
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
1,376
shares
|
$334,037
0.0% of portfolio
|
Q2 2025
Reduced 16.81%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
1,372
shares
|
$333,066
0.09% of portfolio
|
Q2 2025
Reduced 21.51%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
1,369
shares
|
$332,338
0.09% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,367
shares
|
$331,852
0.04% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
1,367
shares
|
$331,852
0.15% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
1,366
shares
|
$331,610
0.17% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,356
shares
|
$329,182
0.14% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,355
shares
|
$328,939
0.13% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
1,354
shares
|
$328,697
0.05% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,354
shares
|
$328,697
0.1% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
1,351
shares
|
$327,968
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,351
shares
|
$327,968
0.01% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,350
shares
|
$327,726
0.12% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
1,348
shares
|
$327,240
0.13% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,346
shares
|
$326,754
0.1% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jul 16, 2025 Q2 2025 |
1,345
shares
|
$326,512
0.37% of portfolio
|
Q2 2025
Reduced 26.86%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
1,340
shares
|
$325,298
0.21% of portfolio
|
Q2 2025
Reduced 68.95%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$324,812
0.1% of portfolio
|
Q1 2024
New holding
|