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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
99
shares
|
$26,095
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
98
shares
|
$25,831
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$25,568
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
96
shares
|
$25,304
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
95
shares
|
$25,041
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
93
shares
|
$24,513
0.01% of portfolio
|
Q4 2024
Reduced 51.56%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
93
shares
|
$24,513
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
93
shares
|
$24,513
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
92
shares
|
$24,250
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
91
shares
|
$23,986
0.03% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$23,723
0.01% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
89
shares
|
$23,459
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
89
shares
|
$23,459
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
86
shares
|
$22,668
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
85
shares
|
$22,405
0.04% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
85
shares
|
$22,405
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
84
shares
|
$22,141
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$21,614
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
82
shares
|
$21,614
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
81
shares
|
$21,350
0.02% of portfolio
|
Q2 2025
Reduced 92.61%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$21,087
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
80
shares
|
$21,087
0.01% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
80
shares
|
$21,087
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
77
shares
|
$20,296
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
77
shares
|
$20,296
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|