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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
1,250
shares
|
$303,450
0.23% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,249
shares
|
$303,207
0.11% of portfolio
|
Q1 2025
Added 105.09%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,248
shares
|
$302,964
0.15% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
1,245
shares
|
$302,236
0.18% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Gfs Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,244
shares
|
$301,993
0.05% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,243
shares
|
$301,750
0.16% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
1,242
shares
|
$301,507
0.04% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
1,234
shares
|
$299,565
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
1,232
shares
|
$299,080
0.19% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
1,230
shares
|
$298,594
0.03% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,230
shares
|
$298,594
0.1% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
1,228
shares
|
$298,109
0.14% of portfolio
|
Q2 2025
Added 3.89%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
1,227
shares
|
$297,866
0.11% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
1,226
shares
|
$297,623
0.24% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,223
shares
|
$296,895
0.09% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,220
shares
|
$296,167
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,216
shares
|
$295,196
0.09% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$294,710
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,213
shares
|
$294,467
0.04% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,212
shares
|
$294,225
0.15% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,210
shares
|
$293,739
0.17% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
1,208
shares
|
$293,254
0.11% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,207
shares
|
$293,011
0.06% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,207
shares
|
$293,011
0.12% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
1,205
shares
|
$292,525
0.23% of portfolio
|
Q2 2025
Added 4.78%
|