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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
893
shares
|
$216,784
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$216,056
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
888
shares
|
$215,570
0.03% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
887
shares
|
$215,328
0.04% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
886
shares
|
$215,085
0.05% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2025 Q2 2025 |
886
shares
|
$215,085
0.09% of portfolio
|
Q2 2025
Reduced 73.16%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
885
shares
|
$214,842
0.02% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
885
shares
|
$214,842
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
884
shares
|
$214,599
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
882
shares
|
$214,114
0.03% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
881
shares
|
$213,871
0.02% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
880
shares
|
$213,628
0.07% of portfolio
|
Q2 2025
Reduced 83.21%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
880
shares
|
$213,628
0.16% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
873
shares
|
$211,929
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
872
shares
|
$211,686
0.14% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
871
shares
|
$211,443
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
871
shares
|
$211,443
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
870
shares
|
$211,201
0.04% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
869
shares
|
$210,958
0.05% of portfolio
|
Q2 2025
Reduced 39.9%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
867
shares
|
$210,472
0.06% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Jul 16, 2025 Q2 2025 |
864
shares
|
$209,744
0.12% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
859
shares
|
$208,530
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
859
shares
|
$208,530
0.17% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
858
shares
|
$208,288
0.08% of portfolio
|
Q2 2025
Reduced 25.91%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
858
shares
|
$208,288
0.22% of portfolio
|
Q2 2025
Reduced 12.54%
|