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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
39
shares
|
$9,467
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
38
shares
|
$9,224
0.0% of portfolio
|
Q2 2025
Reduced 61.22%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
38
shares
|
$9,224
0.0% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
38
shares
|
$9,224
0.01% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
37
shares
|
$8,982
0.01% of portfolio
|
Q2 2025
Reduced 78.49%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
36
shares
|
$8,739
0.01% of portfolio
|
Q2 2025
Added 138.89%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
36
shares
|
$8,739
0.01% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35
shares
|
$8,496
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
35
shares
|
$8,496
0.0% of portfolio
|
Q2 2025
Reduced 82.67%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
35
shares
|
$8,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
34
shares
|
$8,253
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
34
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
Added 126.67%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
34
shares
|
$8,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
34
shares
|
$8,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
32
shares
|
$7,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$7,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$7,525
0.0% of portfolio
|
Q2 2025
Reduced 97.67%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
31
shares
|
$7,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$7,040
0.0% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$7,040
0.0% of portfolio
|
Q2 2025
Reduced 91.05%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
28
shares
|
$6,797
0.0% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$6,797
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
28
shares
|
$6,797
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$6,069
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
25
shares
|
$6,069
0.0% of portfolio
|
Q2 2025
Reduced 98.42%
|