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 |
|---|---|---|---|---|---|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
1,298
shares
|
$315,102
0.22% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
1,296
shares
|
$314,616
0.02% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
1,292
shares
|
$313,645
0.06% of portfolio
|
Q2 2025
Reduced 10.22%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
1,292
shares
|
$313,645
0.07% of portfolio
|
Q2 2025
Reduced 17.6%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$312,189
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,286
shares
|
$312,189
0.07% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
1,285
shares
|
$311,946
0.14% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
1,285
shares
|
$311,946
0.17% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$311,703
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,284
shares
|
$311,703
0.1% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,282
shares
|
$311,218
0.01% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
1,281
shares
|
$310,975
0.08% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
1,279
shares
|
$310,490
0.17% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,278
shares
|
$310,247
0.17% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
1,274
shares
|
$309,276
0.32% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
1,272
shares
|
$308,790
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
1,268
shares
|
$307,819
0.22% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
1,267
shares
|
$307,576
0.09% of portfolio
|
Q2 2025
Reduced 9.05%
|
|
|
Sitrin Capital Management LLC
|
Jul 23, 2025 Q2 2025 |
1,266
shares
|
$307,334
0.19% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,262
shares
|
$306,363
0.03% of portfolio
|
Q2 2025
Added 38.23%
|
|
|
Mcdaniel Terry & CO
|
Jul 31, 2025 Q2 2025 |
1,258
shares
|
$305,392
0.03% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
1,257
shares
|
$305,149
0.32% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
1,254
shares
|
$304,421
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,252
shares
|
$303,935
0.03% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,250
shares
|
$303,450
0.09% of portfolio
|
Q2 2025
Reduced 73.75%
|