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 |
|---|---|---|---|---|---|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
1,337
shares
|
$324,570
0.05% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,337
shares
|
$324,570
0.14% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
1,332
shares
|
$323,356
0.08% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
1,331
shares
|
$323,113
0.02% of portfolio
|
Q2 2025
Added 42.51%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
1,330
shares
|
$322,870
0.05% of portfolio
|
Q2 2025
Added 11.86%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,326
shares
|
$321,899
0.06% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Aug 05, 2025 Q2 2025 |
1,326
shares
|
$321,899
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
1,325
shares
|
$321,657
0.08% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
1,324
shares
|
$321,414
0.11% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,321
shares
|
$320,685
0.56% of portfolio
|
Q2 2025
Reduced 64.48%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
1,319
shares
|
$320,200
0.09% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$320,200
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Jul 16, 2025 Q2 2025 |
1,319
shares
|
$320,200
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,318
shares
|
$319,957
0.16% of portfolio
|
Q2 2025
Reduced 17.05%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,318
shares
|
$319,957
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,316
shares
|
$319,472
0.13% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Aug 12, 2025 Q2 2025 |
1,315
shares
|
$319,229
0.27% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,308
shares
|
$317,530
0.03% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
1,307
shares
|
$317,287
0.19% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
1,305
shares
|
$316,801
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,304
shares
|
$316,559
0.24% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Fosun International LTD
|
Aug 14, 2025 Q2 2025 |
1,302
shares
|
$316,073
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,302
shares
|
$316,073
0.1% of portfolio
|
Q2 2025
Added 11.57%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$315,588
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,298
shares
|
$315,102
0.11% of portfolio
|
Q2 2025
Added 1.33%
|