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 |
|---|---|---|---|---|---|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
857
shares
|
$208,045
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
857
shares
|
$208,045
0.01% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
857
shares
|
$208,045
0.16% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
855
shares
|
$207,559
0.15% of portfolio
|
Q2 2025
Reduced 62.73%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$207,074
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
853
shares
|
$207,074
0.1% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
852
shares
|
$206,831
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
852
shares
|
$206,831
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$206,831
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
851
shares
|
$206,588
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
851
shares
|
$206,588
0.04% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
850
shares
|
$206,346
0.03% of portfolio
|
Q2 2025
Added 115.19%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
849
shares
|
$206,103
0.12% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
847
shares
|
$205,617
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
843
shares
|
$204,646
0.03% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
842
shares
|
$204,403
0.06% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
841
shares
|
$204,161
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
841
shares
|
$204,161
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
837
shares
|
$203,190
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
835
shares
|
$202,704
0.19% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
832
shares
|
$201,976
0.21% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
829
shares
|
$201,248
0.06% of portfolio
|
Q2 2025
Reduced 14.45%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
827
shares
|
$200,762
0.11% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
827
shares
|
$200,762
0.09% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
827
shares
|
$200,762
0.16% of portfolio
|
Q2 2025
New holding
|