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 |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
57
shares
|
$13,837
0.01% of portfolio
|
Q2 2025
Reduced 97.77%
|
|
|
Park Circle CO
|
Jul 23, 2025 Q2 2025 |
54
shares
|
$13,109
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
53
shares
|
$12,866
0.0% of portfolio
|
Q2 2025
Added 562.5%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
53
shares
|
$12,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
53
shares
|
$12,866
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
52
shares
|
$12,623
0.01% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Evolution Advisers, Inc.
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$12,138
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
50
shares
|
$12,138
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
50
shares
|
$12,138
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
50
shares
|
$12,138
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
50
shares
|
$12,138
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
50
shares
|
$12,138
0.01% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$11,895
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
49
shares
|
$11,895
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
47
shares
|
$11,409
0.0% of portfolio
|
Q2 2025
Added 51.61%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
46
shares
|
$11,166
0.0% of portfolio
|
Q2 2025
Added 228.57%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
46
shares
|
$11,166
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
45
shares
|
$10,924
0.0% of portfolio
|
Q1 2025
Added 246.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
45
shares
|
$10,924
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$10,681
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
43
shares
|
$10,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
42
shares
|
$10,195
0.03% of portfolio
|
Q2 2025
Reduced 88.07%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
42
shares
|
$10,195
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
40
shares
|
$9,710
0.13% of portfolio
|
Q1 2025
Reduced 78.95%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
40
shares
|
$9,710
0.0% of portfolio
|
Q2 2025
New holding
|