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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,459
shares
|
$2.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
11,425
shares
|
$2.77 Million
1.09% of portfolio
|
Q2 2025
Added 52.33%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$2.77 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,399
shares
|
$2.77 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
11,386
shares
|
$2.76 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,354
shares
|
$2.76 Million
0.39% of portfolio
|
Q2 2025
Reduced 61.59%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
11,346
shares
|
$2.75 Million
0.21% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
11,312
shares
|
$2.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.21%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
11,243
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 25.33%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
11,233
shares
|
$2.73 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,232
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
11,217
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
11,203
shares
|
$2.72 Million
0.59% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
High Vista Strategies LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,185
shares
|
$2.72 Million
1.27% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
11,136
shares
|
$2.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Valicenti Advisory Services Inc
|
Jul 16, 2025 Q2 2025 |
11,134
shares
|
$2.7 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,118
shares
|
$2.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Scharf Investments, LLC
|
Jul 14, 2025 Q2 2025 |
11,116
shares
|
$2.7 Million
0.09% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
11,103
shares
|
$2.7 Million
0.36% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,094
shares
|
$2.69 Million
0.07% of portfolio
|
Q2 2025
Added 9.61%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
11,068
shares
|
$2.69 Million
1.19% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$2.69 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
11,036
shares
|
$2.68 Million
0.07% of portfolio
|
Q2 2025
Added 30.85%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
11,033
shares
|
$2.68 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
11,022
shares
|
$2.68 Million
1.27% of portfolio
|
Q2 2025
Added 28.39%
|