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 |
|---|---|---|---|---|---|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 21, 2025 Q2 2025 |
962
shares
|
$233,535
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
961
shares
|
$233,292
0.06% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
960
shares
|
$233,049
0.05% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
959
shares
|
$232,806
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
957
shares
|
$232,321
0.01% of portfolio
|
Q2 2025
Reduced 41.0%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
955
shares
|
$231,835
0.23% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$231,593
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
950
shares
|
$230,622
0.03% of portfolio
|
Q2 2025
Reduced 44.41%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
950
shares
|
$230,622
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
947
shares
|
$229,893
0.04% of portfolio
|
Q2 2025
Reduced 91.85%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jul 21, 2025 Q2 2025 |
945
shares
|
$229,408
0.25% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Garner Asset Management Corp
|
Aug 12, 2025 Q2 2025 |
944
shares
|
$229,165
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
944
shares
|
$229,165
0.0% of portfolio
|
Q2 2025
Reduced 99.87%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
944
shares
|
$229,165
0.21% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
943
shares
|
$228,922
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
939
shares
|
$227,951
0.17% of portfolio
|
Q2 2025
Reduced 9.88%
|
|
|
Lattice Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
938
shares
|
$227,708
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
937
shares
|
$227,466
0.35% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
936
shares
|
$227,223
0.15% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
936
shares
|
$227,223
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
931
shares
|
$226,009
0.02% of portfolio
|
Q2 2025
Reduced 87.12%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
931
shares
|
$226,009
0.0% of portfolio
|
Q1 2025
Added 48.96%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$225,524
0.03% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
928
shares
|
$225,281
0.12% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
926
shares
|
$224,795
0.08% of portfolio
|
Q2 2025
Added 34.99%
|