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 Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
129
shares
|
$31,316
0.04% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
126
shares
|
$30,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$30,345
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
125
shares
|
$30,345
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
125
shares
|
$30,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$29,616
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$28,645
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
118
shares
|
$28,645
0.01% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
117
shares
|
$28,402
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$28,402
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
117
shares
|
$28,402
0.01% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116
shares
|
$28,160
0.01% of portfolio
|
Q2 2025
Added 383.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$28,160
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$27,431
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
112
shares
|
$27,189
0.0% of portfolio
|
Q2 2025
Added 330.77%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
110
shares
|
$26,703
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
110
shares
|
$26,703
0.03% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$26,460
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
109
shares
|
$26,460
0.02% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
108
shares
|
$26,218
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
108
shares
|
$26,218
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$25,489
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
105
shares
|
$25,489
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
103
shares
|
$25,004
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
101
shares
|
$24,518
0.03% of portfolio
|
Q2 2025
New holding
|