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 |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$270,191
0.19% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,111
shares
|
$269,706
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,111
shares
|
$269,706
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
1,110
shares
|
$269,463
0.13% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,109
shares
|
$269,220
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,109
shares
|
$269,220
0.01% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$268,492
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
1,104
shares
|
$268,007
0.06% of portfolio
|
Q2 2025
Reduced 11.75%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
1,103
shares
|
$267,764
0.26% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
1,103
shares
|
$267,764
0.04% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 30, 2025 Q2 2025 |
1,101
shares
|
$267,278
0.11% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
1,100
shares
|
$267,036
0.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,097
shares
|
$266,307
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
1,094
shares
|
$265,579
0.13% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
1,093
shares
|
$265,336
0.11% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
1,093
shares
|
$265,336
0.09% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,091
shares
|
$264,851
0.16% of portfolio
|
Q2 2025
Reduced 39.49%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,090
shares
|
$264,608
0.07% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
1,089
shares
|
$264,365
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
1,088
shares
|
$264,122
0.09% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,087
shares
|
$263,880
0.18% of portfolio
|
Q2 2025
Added 5.84%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,087
shares
|
$263,880
0.21% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
1,083
shares
|
$262,909
0.08% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,082
shares
|
$262,666
0.12% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
1,079
shares
|
$261,938
0.03% of portfolio
|
Q2 2025
Added 0.19%
|