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 |
|---|---|---|---|---|---|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,158
shares
|
$281,116
0.66% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
1,156
shares
|
$280,630
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Jul 16, 2025 Q2 2025 |
1,156
shares
|
$280,630
0.2% of portfolio
|
Q2 2025
Reduced 25.08%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
1,155
shares
|
$280,387
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
1,154
shares
|
$280,145
0.1% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
1,153
shares
|
$279,902
0.15% of portfolio
|
Q2 2025
Added 11.51%
|
|
|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$279,174
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jul 28, 2025 Q2 2025 |
1,146
shares
|
$278,202
0.22% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
1,143
shares
|
$277,474
0.02% of portfolio
|
Q2 2025
Reduced 26.64%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,139
shares
|
$276,503
0.02% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
1,134
shares
|
$275,289
0.11% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,132
shares
|
$274,804
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
1,130
shares
|
$274,318
0.12% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,129
shares
|
$274,076
0.12% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
1,129
shares
|
$274,076
0.13% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
1,126
shares
|
$273,347
0.12% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
1,125
shares
|
$273,105
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Alta Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
1,120
shares
|
$271,891
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
1,118
shares
|
$271,405
0.17% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,118
shares
|
$271,405
0.14% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
1,117
shares
|
$271,162
0.49% of portfolio
|
Q2 2025
Added 15.51%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
1,116
shares
|
$270,920
0.11% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,115
shares
|
$270,677
0.05% of portfolio
|
Q2 2025
Added 17.86%
|
|
|
Soundwatch Capital LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,115
shares
|
$270,677
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
1,113
shares
|
$270,191
0.32% of portfolio
|
Q2 2025
Added 0.09%
|