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 |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
309
shares
|
$75,012
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$72,828
0.04% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$72,828
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
299
shares
|
$72,585
0.07% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$72,342
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
292
shares
|
$70,885
0.02% of portfolio
|
Q2 2025
Reduced 12.31%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
292
shares
|
$70,885
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
286
shares
|
$69,429
0.06% of portfolio
|
Q2 2025
Reduced 52.25%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
285
shares
|
$69,186
0.01% of portfolio
|
Q2 2025
Reduced 34.78%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
283
shares
|
$68,701
0.04% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
282
shares
|
$68,458
0.01% of portfolio
|
Q2 2025
Reduced 16.07%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
277
shares
|
$67,244
0.03% of portfolio
|
Q1 2025
Added 78.71%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
277
shares
|
$67,244
0.05% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
275
shares
|
$66,759
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
271
shares
|
$65,787
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$64,574
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
260
shares
|
$63,117
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
252
shares
|
$61,175
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
248
shares
|
$60,204
0.1% of portfolio
|
Q1 2025
Reduced 93.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
238
shares
|
$57,776
0.03% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
231
shares
|
$56,077
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
230
shares
|
$55,834
0.02% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
223
shares
|
$54,135
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
219
shares
|
$53,164
0.01% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$52,921
0.05% of portfolio
|
Q4 2024
New holding
|