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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
926
shares
|
$224,795
0.07% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
925
shares
|
$224,553
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
923
shares
|
$224,067
0.02% of portfolio
|
Q2 2025
Added 59.14%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
922
shares
|
$223,824
0.06% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
921
shares
|
$223,581
0.02% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
919
shares
|
$223,096
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
917
shares
|
$222,610
0.26% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$222,610
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
917
shares
|
$222,610
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
916
shares
|
$222,368
0.01% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
916
shares
|
$222,368
0.03% of portfolio
|
Q2 2025
Reduced 18.65%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
915
shares
|
$222,125
0.27% of portfolio
|
Q4 2024
Reduced 60.59%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
912
shares
|
$221,397
0.03% of portfolio
|
Q2 2025
Reduced 46.45%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
911
shares
|
$221,154
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
908
shares
|
$220,426
0.08% of portfolio
|
Q2 2025
Reduced 39.59%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$220,183
0.01% of portfolio
|
Q2 2025
Reduced 13.87%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
904
shares
|
$219,455
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
902
shares
|
$218,969
0.14% of portfolio
|
Q2 2025
Reduced 12.43%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Jul 23, 2025 Q2 2025 |
901
shares
|
$218,726
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
900
shares
|
$218,484
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
900
shares
|
$218,484
2.77% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
897
shares
|
$217,755
0.04% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
895
shares
|
$217,270
0.04% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
895
shares
|
$217,270
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
894
shares
|
$217,027
0.06% of portfolio
|
Q2 2025
Reduced 10.15%
|