Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,385 institutions that hold shares in the stock, with a total of 766 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
172
shares
|
$45,337
0.03% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
172
shares
|
$45,337
0.02% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
170
shares
|
$44,810
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
165
shares
|
$43,492
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
165
shares
|
$43,492
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
164
shares
|
$43,228
0.0% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
161
shares
|
$42,437
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
158
shares
|
$41,647
0.03% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
154
shares
|
$40,592
0.05% of portfolio
|
Q1 2025
Added 136.92%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$39,538
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
145
shares
|
$38,220
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
144
shares
|
$37,956
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
140
shares
|
$36,902
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$36,639
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
138
shares
|
$36,375
0.02% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
138
shares
|
$36,375
0.0% of portfolio
|
Q2 2025
Added 46.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
136
shares
|
$35,848
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
135
shares
|
$35,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
128
shares
|
$33,739
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$32,948
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
125
shares
|
$32,948
0.02% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
125
shares
|
$32,948
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$32,157
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
119
shares
|
$31,367
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$31,103
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|