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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
376
shares
|
$91,277
0.04% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
367
shares
|
$89,092
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
362
shares
|
$87,879
0.01% of portfolio
|
Q2 2025
Reduced 90.47%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
361
shares
|
$87,636
0.03% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
361
shares
|
$87,636
0.07% of portfolio
|
Q2 2025
Added 71.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
358
shares
|
$86,908
0.02% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
351
shares
|
$85,208
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$84,966
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
348
shares
|
$84,480
0.02% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
347
shares
|
$84,237
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
333
shares
|
$80,839
0.02% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
333
shares
|
$80,839
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
331
shares
|
$80,353
0.01% of portfolio
|
Q2 2025
Added 81.87%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
331
shares
|
$80,353
0.01% of portfolio
|
Q4 2021
Added 231.0%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
330
shares
|
$80,110
0.05% of portfolio
|
Q2 2025
Added 91.86%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
327
shares
|
$79,382
0.03% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
324
shares
|
$78,654
0.02% of portfolio
|
Q2 2025
Added 710.0%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$78,654
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
322
shares
|
$78,168
0.04% of portfolio
|
Q2 2025
Added 195.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$77,683
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
319
shares
|
$77,440
0.01% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
314
shares
|
$76,226
0.02% of portfolio
|
Q2 2025
Added 60.2%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
313
shares
|
$75,983
0.04% of portfolio
|
Q2 2025
Added 195.28%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
311
shares
|
$75,498
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
309
shares
|
$75,012
0.06% of portfolio
|
Q3 2024
Reduced 44.72%
|