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 |
|---|---|---|---|---|---|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
799
shares
|
$193,965
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
798
shares
|
$193,722
0.04% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Aug 04, 2025 Q2 2025 |
798
shares
|
$193,722
0.09% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
796
shares
|
$193,236
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
795
shares
|
$192,994
0.02% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
794
shares
|
$192,751
0.02% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
794
shares
|
$192,751
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
793
shares
|
$192,508
0.03% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
793
shares
|
$192,508
0.33% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
791
shares
|
$192,023
0.03% of portfolio
|
Q2 2025
Added 95.31%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
791
shares
|
$192,023
0.05% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
791
shares
|
$192,023
0.14% of portfolio
|
Q1 2025
Added 140.08%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
789
shares
|
$191,537
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
786
shares
|
$190,809
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
786
shares
|
$190,809
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
782
shares
|
$189,838
0.08% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
781
shares
|
$189,595
0.03% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
781
shares
|
$189,595
0.09% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
781
shares
|
$189,595
0.11% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
780
shares
|
$189,352
0.03% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
779
shares
|
$189,110
0.06% of portfolio
|
Q2 2025
Added 5892.31%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Aug 13, 2025 Q2 2025 |
779
shares
|
$189,110
0.0% of portfolio
|
Q2 2025
Reduced 82.02%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
777
shares
|
$188,624
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
777
shares
|
$188,624
0.03% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
774
shares
|
$187,896
0.03% of portfolio
|
Q2 2025
Reduced 10.62%
|