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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
80
shares
|
$19,420
0.01% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
80
shares
|
$19,420
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
79
shares
|
$19,178
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
78
shares
|
$18,935
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
78
shares
|
$18,935
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
77
shares
|
$18,692
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$18,207
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$18,207
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
73
shares
|
$17,721
0.0% of portfolio
|
Q1 2025
Added 180.77%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
71
shares
|
$17,235
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
71
shares
|
$17,235
0.02% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
70
shares
|
$16,993
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
68
shares
|
$16,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
66
shares
|
$16,022
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
65
shares
|
$15,779
0.0% of portfolio
|
Q2 2025
Added 109.68%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
63
shares
|
$15,293
0.0% of portfolio
|
Q2 2025
Reduced 99.51%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$14,565
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
60
shares
|
$14,565
0.0% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
60
shares
|
$14,565
0.01% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
60
shares
|
$14,565
0.01% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$14,565
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
58
shares
|
$14,080
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$13,837
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
57
shares
|
$13,837
0.01% of portfolio
|
Q2 2025
Added 2750.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
57
shares
|
$13,837
0.01% of portfolio
|
Q4 2024
New holding
|