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 |
|---|---|---|---|---|---|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
749
shares
|
$181,827
0.07% of portfolio
|
Q2 2025
Reduced 34.59%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
747
shares
|
$181,341
0.04% of portfolio
|
Q2 2025
Reduced 28.92%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
746
shares
|
$181,098
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
745
shares
|
$180,856
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
744
shares
|
$180,613
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 14, 2025 Q2 2025 |
743
shares
|
$180,370
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
742
shares
|
$180,127
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
741
shares
|
$179,885
0.02% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
740
shares
|
$179,642
0.11% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Account Management LLC
|
Jul 23, 2025 Q2 2025 |
740
shares
|
$179,642
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
740
shares
|
$179,642
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
739
shares
|
$179,399
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Avory & Company, LLC
Miami, FL |
Jul 31, 2025 Q2 2025 |
738
shares
|
$179,156
0.13% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
736
shares
|
$178,671
0.09% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
734
shares
|
$178,185
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
734
shares
|
$178,185
0.0% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
734
shares
|
$178,185
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
733
shares
|
$177,943
0.05% of portfolio
|
Q2 2024
Reduced 27.59%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
720
shares
|
$174,787
0.07% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
714
shares
|
$173,330
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
707
shares
|
$171,631
0.11% of portfolio
|
Q2 2025
Reduced 21.88%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
677
shares
|
$164,348
0.04% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$163,377
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
668
shares
|
$162,163
0.13% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
657
shares
|
$159,493
0.0% of portfolio
|
Q2 2025
Added 14.86%
|