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 |
|---|---|---|---|---|---|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$187,167
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
769
shares
|
$186,682
0.3% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
766
shares
|
$185,954
0.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
765
shares
|
$185,711
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
765
shares
|
$185,711
0.08% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
765
shares
|
$185,711
0.11% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
764
shares
|
$185,468
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
764
shares
|
$185,468
0.14% of portfolio
|
Q2 2025
Reduced 32.86%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
763
shares
|
$185,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
763
shares
|
$185,225
0.03% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Tufton Capital Management
|
Aug 05, 2025 Q2 2025 |
760
shares
|
$184,497
0.04% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
760
shares
|
$184,497
0.09% of portfolio
|
Q2 2025
Reduced 60.54%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
760
shares
|
$184,497
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
757
shares
|
$183,769
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Aug 13, 2025 Q2 2025 |
756
shares
|
$183,526
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
755
shares
|
$183,283
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
755
shares
|
$183,283
0.09% of portfolio
|
Q2 2025
Reduced 23.51%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
754
shares
|
$183,041
0.0% of portfolio
|
Q2 2025
Added 35.37%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
753
shares
|
$182,798
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
753
shares
|
$182,798
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
752
shares
|
$182,555
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
750
shares
|
$182,070
0.06% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
750
shares
|
$182,070
0.03% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
749
shares
|
$181,827
0.05% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
749
shares
|
$181,827
0.01% of portfolio
|
Q2 2025
New holding
|