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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
217
shares
|
$52,678
0.01% of portfolio
|
Q1 2025
Reduced 25.68%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
215
shares
|
$52,193
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$50,979
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
210
shares
|
$50,979
0.03% of portfolio
|
Q2 2025
Reduced 77.99%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$50,494
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
206
shares
|
$50,008
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
206
shares
|
$50,008
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
205
shares
|
$49,765
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
205
shares
|
$49,765
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
204
shares
|
$49,523
0.02% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
202
shares
|
$49,037
0.02% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$48,552
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Aug 05, 2025 Q2 2025 |
200
shares
|
$48,552
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
200
shares
|
$48,552
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
200
shares
|
$48,552
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
194
shares
|
$47,095
0.0% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
192
shares
|
$46,609
0.04% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
191
shares
|
$46,367
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
190
shares
|
$46,124
0.04% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
189
shares
|
$45,881
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
187
shares
|
$45,396
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
186
shares
|
$45,153
0.03% of portfolio
|
Q2 2025
Reduced 16.22%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
181
shares
|
$43,939
0.02% of portfolio
|
Q2 2025
Added 56.03%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
180
shares
|
$43,696
0.01% of portfolio
|
Q2 2025
Added 195.08%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
180
shares
|
$43,696
0.05% of portfolio
|
Q1 2025
New holding
|