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 |
|---|---|---|---|---|---|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$157,794
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
L1 Capital Pty LTD
Melbourne Vic 3000, C3 |
Sep 11, 2025 Q2 2025 |
648
shares
|
$157,308
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$154,638
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
621
shares
|
$150,753
0.1% of portfolio
|
Q2 2025
Added 22.0%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$149,540
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
612
shares
|
$148,569
0.09% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
607
shares
|
$147,355
0.02% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
591
shares
|
$143,471
0.77% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$142,742
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
583
shares
|
$141,529
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
571
shares
|
$138,615
0.01% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
560
shares
|
$135,945
0.02% of portfolio
|
Q2 2025
Reduced 37.78%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
552
shares
|
$134,003
0.01% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
551
shares
|
$133,760
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
545
shares
|
$132,304
0.02% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
531
shares
|
$128,905
0.09% of portfolio
|
Q2 2025
Reduced 27.76%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$128,420
0.01% of portfolio
|
Q3 2021
Added 12.71%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
520
shares
|
$126,235
0.01% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
518
shares
|
$125,749
0.03% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$122,593
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$122,593
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
500
shares
|
$121,380
0.06% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
486
shares
|
$117,981
0.06% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
485
shares
|
$117,738
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
478
shares
|
$116,039
0.12% of portfolio
|
Q1 2025
Added 54.19%
|