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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,045
shares
|
$253,684
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
1,045
shares
|
$253,684
0.04% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,044
shares
|
$253,441
0.07% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,043
shares
|
$253,198
0.51% of portfolio
|
Q2 2025
Reduced 94.71%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,042
shares
|
$252,955
0.47% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
1,042
shares
|
$252,955
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 17, 2025 Q2 2025 |
1,041
shares
|
$252,713
0.04% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,040
shares
|
$252,470
0.1% of portfolio
|
Q2 2025
Added 8.79%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,036
shares
|
$251,499
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,030
shares
|
$250,042
0.1% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
1,028
shares
|
$249,557
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
1,027
shares
|
$249,314
0.03% of portfolio
|
Q2 2025
Reduced 19.32%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
1,026
shares
|
$249,071
0.01% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,024
shares
|
$248,586
0.04% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
1,023
shares
|
$248,343
0.15% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
1,021
shares
|
$247,857
0.07% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
1,020
shares
|
$247,615
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,018
shares
|
$247,129
0.04% of portfolio
|
Q2 2025
Reduced 8.29%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$247,129
0.31% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 19, 2025 Q2 2025 |
1,006
shares
|
$244,216
0.19% of portfolio
|
Q4 2024
Reduced 33.38%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,006
shares
|
$244,216
0.07% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
1,006
shares
|
$244,216
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
1,002
shares
|
$243,245
0.02% of portfolio
|
Q2 2025
Reduced 86.06%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,001
shares
|
$243,002
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$242,760
0.11% of portfolio
|
Q2 2024
Reduced 9.5%
|