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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$24,276
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$24,276
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$24,276
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
100
shares
|
$24,276
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
100
shares
|
$24,276
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
99
shares
|
$24,033
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
98
shares
|
$23,790
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$23,547
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
96
shares
|
$23,304
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
95
shares
|
$23,062
0.01% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
95
shares
|
$23,062
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
94
shares
|
$22,819
0.01% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
94
shares
|
$22,819
0.02% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
93
shares
|
$22,576
0.01% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
93
shares
|
$22,576
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
90
shares
|
$21,848
0.01% of portfolio
|
Q2 2025
Added 260.0%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
89
shares
|
$21,605
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
89
shares
|
$21,605
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
89
shares
|
$21,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
87
shares
|
$21,120
0.01% of portfolio
|
Q2 2025
Added 55.36%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
86
shares
|
$20,877
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
85
shares
|
$20,634
0.04% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
84
shares
|
$20,391
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
81
shares
|
$19,663
0.02% of portfolio
|
Q2 2025
Reduced 92.61%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$19,420
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|