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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,471
shares
|
$3.03 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Globeflex Capital L P
San Diego, CA |
Aug 14, 2025 Q2 2025 |
12,424
shares
|
$3.02 Million
0.29% of portfolio
|
Q2 2025
Added 1970.67%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,405
shares
|
$3.01 Million
0.15% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
12,400
shares
|
$3.01 Million
0.9% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
12,398
shares
|
$3.01 Million
1.86% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$3 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
12,343
shares
|
$3 Million
2.11% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,329
shares
|
$2.99 Million
0.46% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,309
shares
|
$2.99 Million
0.44% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,266
shares
|
$2.98 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
12,265
shares
|
$2.98 Million
0.21% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,214
shares
|
$2.97 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$2.96 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
12,187
shares
|
$2.96 Million
1.74% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
12,182
shares
|
$2.96 Million
1.96% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
12,172
shares
|
$2.95 Million
0.82% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
12,159
shares
|
$2.95 Million
0.34% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
12,148
shares
|
$2.95 Million
1.92% of portfolio
|
Q2 2025
Reduced 15.24%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12,146
shares
|
$2.95 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.0%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
12,131
shares
|
$2.94 Million
0.48% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
12,126
shares
|
$2.94 Million
0.36% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Aug 13, 2025 Q2 2025 |
12,100
shares
|
$2.94 Million
0.68% of portfolio
|
Q2 2025
Added 34.44%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
12,094
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
12,094
shares
|
$2.94 Million
0.69% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
12,071
shares
|
$2.93 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.73%
|