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 |
|---|---|---|---|---|---|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
12,033
shares
|
$2.92 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
12,024
shares
|
$2.92 Million
0.11% of portfolio
|
Q2 2025
Added 33.94%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
12,016
shares
|
$2.92 Million
1.36% of portfolio
|
Q2 2025
Added 13.96%
|
|
|
Silphium Asset Management LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
12,007
shares
|
$2.91 Million
1.17% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Hap Trading, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
11,997
shares
|
$2.91 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$2.9 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
11,882
shares
|
$2.88 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,876
shares
|
$2.88 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
11,862
shares
|
$2.88 Million
0.77% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 07, 2025 Q2 2025 |
11,859
shares
|
$2.88 Million
0.79% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$2.88 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
11,842
shares
|
$2.87 Million
0.7% of portfolio
|
Q2 2025
Added 10.71%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
11,799
shares
|
$2.86 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
11,789
shares
|
$2.86 Million
0.54% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Railway Pension Investments LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
11,700
shares
|
$2.84 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
11,698
shares
|
$2.84 Million
0.79% of portfolio
|
Q2 2025
Added 12.94%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
11,676
shares
|
$2.83 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
11,660
shares
|
$2.83 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
11,643
shares
|
$2.83 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,634
shares
|
$2.82 Million
0.23% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Gs Investments, Inc.
|
Aug 07, 2025 Q2 2025 |
11,589
shares
|
$2.81 Million
1.4% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
11,582
shares
|
$2.81 Million
1.28% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
11,579
shares
|
$2.81 Million
0.19% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
11,534
shares
|
$2.8 Million
0.16% of portfolio
|
Q2 2025
Added 106.96%
|
|
|
Elite Wealth Management, Inc.
|
Jul 24, 2025 Q2 2025 |
11,477
shares
|
$2.79 Million
1.05% of portfolio
|
Q2 2025
Reduced 32.43%
|