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 |
|---|---|---|---|---|---|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
826
shares
|
$200,519
0.15% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
825
shares
|
$200,277
0.11% of portfolio
|
Q2 2025
Reduced 19.43%
|
|
|
Alphadyne Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
825
shares
|
$200,277
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
823
shares
|
$199,791
0.06% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
821
shares
|
$199,305
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
Aug 14, 2025 Q2 2025 |
820
shares
|
$199,063
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jul 28, 2025 Q2 2025 |
820
shares
|
$199,063
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
817
shares
|
$198,334
0.11% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
816
shares
|
$198,092
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
816
shares
|
$198,092
0.09% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Blossom Wealth Management
|
Jul 16, 2025 Q2 2025 |
815
shares
|
$197,849
0.4% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$197,121
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Jul 17, 2025 Q2 2025 |
811
shares
|
$196,878
0.2% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
809
shares
|
$196,392
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
807
shares
|
$195,907
0.0% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
806
shares
|
$195,664
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
805
shares
|
$195,421
0.16% of portfolio
|
Q2 2025
Reduced 74.4%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
805
shares
|
$195,421
0.21% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
803
shares
|
$194,936
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
800
shares
|
$194,208
0.24% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
800
shares
|
$194,208
0.14% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
800
shares
|
$194,208
0.02% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
800
shares
|
$194,208
0.03% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
800
shares
|
$194,208
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
800
shares
|
$194,208
0.18% of portfolio
|
Q2 2025
New holding
|