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 |
|---|---|---|---|---|---|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
176
shares
|
$42,725
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
174
shares
|
$42,240
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
172
shares
|
$41,754
0.02% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
170
shares
|
$41,269
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
167
shares
|
$40,540
0.04% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
165
shares
|
$40,055
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
165
shares
|
$40,055
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
165
shares
|
$40,055
0.05% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
161
shares
|
$39,084
0.03% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
161
shares
|
$39,084
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
158
shares
|
$38,356
0.02% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
158
shares
|
$38,356
0.03% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
153
shares
|
$37,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
150
shares
|
$36,414
0.02% of portfolio
|
Q2 2025
Added 284.62%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
145
shares
|
$35,200
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
144
shares
|
$34,957
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
141
shares
|
$34,229
0.01% of portfolio
|
Q1 2025
Added 464.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
140
shares
|
$33,986
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$33,743
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
138
shares
|
$33,500
0.02% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
138
shares
|
$33,500
0.0% of portfolio
|
Q2 2025
Added 46.81%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
135
shares
|
$32,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
133
shares
|
$32,287
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
130
shares
|
$31,558
0.01% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
129
shares
|
$31,316
0.0% of portfolio
|
Q2 2025
Added 658.82%
|