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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
1,075
shares
|
$260,967
0.23% of portfolio
|
Q2 2025
Added 24.71%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$260,238
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,071
shares
|
$259,995
0.14% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$259,995
0.76% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,066
shares
|
$258,782
0.02% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
1,066
shares
|
$258,782
0.05% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,065
shares
|
$258,539
0.04% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
1,065
shares
|
$258,539
0.1% of portfolio
|
Q4 2024
Reduced 13.99%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
1,065
shares
|
$258,539
0.12% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,064
shares
|
$258,296
0.13% of portfolio
|
Q2 2025
Added 16.16%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
1,064
shares
|
$258,296
0.19% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,063
shares
|
$258,053
0.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,062
shares
|
$257,811
0.0% of portfolio
|
Q2 2025
Added 22.21%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,061
shares
|
$257,568
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Jul 23, 2025 Q2 2025 |
1,060
shares
|
$257,325
0.14% of portfolio
|
Q2 2025
Added 40.77%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,059
shares
|
$257,082
0.06% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
1,059
shares
|
$257,082
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,055
shares
|
$256,111
0.04% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
1,055
shares
|
$256,111
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
1,052
shares
|
$255,383
0.04% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
1,052
shares
|
$255,383
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,049
shares
|
$254,655
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,048
shares
|
$254,412
0.07% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
1,048
shares
|
$254,412
0.13% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$254,169
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|