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 |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
24
shares
|
$5,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$5,340
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
22
shares
|
$5,340
0.0% of portfolio
|
Q2 2025
Added 214.29%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
21
shares
|
$5,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$4,855
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
19
shares
|
$4,612
0.0% of portfolio
|
Q1 2025
Reduced 62.75%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
18
shares
|
$4,369
0.24% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
17
shares
|
$4,126
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$3,884
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
16
shares
|
$3,884
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$3,641
0.0% of portfolio
|
Q2 2025
Reduced 65.91%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
15
shares
|
$3,641
0.0% of portfolio
|
Q2 2025
Reduced 98.44%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
15
shares
|
$3,641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
14
shares
|
$3,398
0.0% of portfolio
|
Q2 2025
Reduced 99.63%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$3,155
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
13
shares
|
$3,155
0.0% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
12
shares
|
$2,913
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
12
shares
|
$2,913
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
11
shares
|
$2,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
10
shares
|
$2,427
0.0% of portfolio
|
Q2 2025
Reduced 97.87%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
10
shares
|
$2,427
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
8
shares
|
$1,942
0.0% of portfolio
|
Q4 2024
Reduced 95.51%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
8
shares
|
$1,942
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
8
shares
|
$1,942
0.0% of portfolio
|
Q2 2025
Reduced 99.36%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
8
shares
|
$1,942
0.0% of portfolio
|
Q1 2025
New holding
|