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 |
|---|---|---|---|---|---|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
1,204
shares
|
$292,283
0.06% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
1,201
shares
|
$291,554
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Aug 12, 2025 Q2 2025 |
1,200
shares
|
$291,312
0.01% of portfolio
|
Q2 2025
Reduced 81.61%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
1,197
shares
|
$290,583
0.16% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Clifford Group, LLC
Wayland, MA |
Aug 14, 2025 Q2 2025 |
1,196
shares
|
$290,340
0.27% of portfolio
|
Q2 2025
Added 19.6%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
1,192
shares
|
$289,369
0.05% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Jul 24, 2025 Q2 2025 |
1,191
shares
|
$289,127
0.16% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
1,189
shares
|
$288,641
0.01% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
1,185
shares
|
$287,670
0.07% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
1,185
shares
|
$287,670
0.04% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,185
shares
|
$287,670
0.21% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
1,183
shares
|
$287,185
0.05% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
1,182
shares
|
$286,942
0.11% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,181
shares
|
$286,699
0.14% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
1,180
shares
|
$286,456
0.03% of portfolio
|
Q2 2025
Added 8.36%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jul 22, 2025 Q2 2025 |
1,178
shares
|
$285,971
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,175
shares
|
$285,243
0.26% of portfolio
|
Q2 2025
Added 58.78%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
1,172
shares
|
$284,514
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
1,169
shares
|
$283,786
0.16% of portfolio
|
Q2 2025
Added 65.61%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,168
shares
|
$283,543
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
1,168
shares
|
$283,543
0.17% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,166
shares
|
$283,058
0.07% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$282,572
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
1,163
shares
|
$282,329
0.02% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Aegon Asset Management Uk PLC
|
Jul 28, 2025 Q2 2025 |
1,158
shares
|
$281,116
0.0% of portfolio
|
Q2 2025
Added 14.77%
|