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 |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
477
shares
|
$115,796
0.02% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
473
shares
|
$114,825
0.03% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
469
shares
|
$113,854
0.06% of portfolio
|
Q1 2025
Added 81.78%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
467
shares
|
$113,368
0.09% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
463
shares
|
$112,397
0.05% of portfolio
|
Q2 2025
Added 76.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
453
shares
|
$109,970
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
449
shares
|
$108,999
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
437
shares
|
$106,086
0.01% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
426
shares
|
$103,415
0.01% of portfolio
|
Q2 2025
Added 54.35%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
423
shares
|
$102,687
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
423
shares
|
$102,687
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
422
shares
|
$102,444
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
421
shares
|
$102,201
0.02% of portfolio
|
Q2 2025
Reduced 36.69%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
411
shares
|
$99,774
0.01% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$99,531
0.01% of portfolio
|
Q2 2024
Added 77.49%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
408
shares
|
$99,046
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
407
shares
|
$98,803
0.08% of portfolio
|
Q2 2025
Reduced 19.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
403
shares
|
$97,832
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
400
shares
|
$97,104
0.05% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
398
shares
|
$96,618
0.01% of portfolio
|
Q4 2024
Reduced 54.41%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
395
shares
|
$95,890
0.05% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
384
shares
|
$93,219
0.03% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
382
shares
|
$92,734
0.03% of portfolio
|
Q2 2025
Reduced 47.46%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
382
shares
|
$92,734
0.02% of portfolio
|
Q2 2025
Added 18.27%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
380
shares
|
$92,248
0.03% of portfolio
|
Q2 2025
Reduced 9.95%
|