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 |
|---|---|---|---|---|---|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$242,760
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$242,760
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
999
shares
|
$242,517
0.09% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
999
shares
|
$242,517
0.03% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
998
shares
|
$242,274
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
997
shares
|
$242,031
0.05% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
996
shares
|
$241,788
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
995
shares
|
$241,546
0.07% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
989
shares
|
$240,089
0.09% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
989
shares
|
$240,089
0.04% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
987
shares
|
$239,604
0.09% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
981
shares
|
$238,147
0.06% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
980
shares
|
$237,904
0.08% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
980
shares
|
$237,904
0.13% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
978
shares
|
$237,419
0.03% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
976
shares
|
$236,933
0.22% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jul 24, 2025 Q2 2025 |
975
shares
|
$236,691
0.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
974
shares
|
$236,448
0.11% of portfolio
|
Q2 2025
Reduced 35.58%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
973
shares
|
$236,205
0.2% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
972
shares
|
$235,962
0.19% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
966
shares
|
$234,506
0.03% of portfolio
|
Q2 2025
Reduced 51.01%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
965
shares
|
$234,263
0.2% of portfolio
|
Q2 2025
Added 672.0%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
965
shares
|
$234,263
0.16% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
964
shares
|
$234,020
0.16% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
963
shares
|
$233,777
0.1% of portfolio
|
Q2 2025
New holding
|