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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,381
shares
|
$2.52 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
10,348
shares
|
$2.51 Million
0.51% of portfolio
|
Q1 2025
Reduced 59.82%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,323
shares
|
$2.51 Million
0.09% of portfolio
|
Q2 2025
Reduced 67.03%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
10,297
shares
|
$2.5 Million
0.45% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
10,292
shares
|
$2.5 Million
0.05% of portfolio
|
Q2 2025
Reduced 56.11%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
10,289
shares
|
$2.5 Million
0.22% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
10,232
shares
|
$2.48 Million
1.31% of portfolio
|
Q2 2025
Reduced 28.32%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
10,198
shares
|
$2.48 Million
1.08% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,192
shares
|
$2.47 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
10,190
shares
|
$2.47 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Graphene Investments Sas
Paris, I0 |
Aug 06, 2025 Q2 2025 |
10,100
shares
|
$2.45 Million
1.8% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
10,084
shares
|
$2.45 Million
1.43% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
10,059
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,050
shares
|
$2.44 Million
0.1% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
10,045
shares
|
$2.44 Million
0.38% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 07, 2025 Q2 2025 |
10,026
shares
|
$2.43 Million
1.13% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
10,023
shares
|
$2.43 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
10,014
shares
|
$2.43 Million
2.58% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
10,001
shares
|
$2.43 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$2.43 Million
0.42% of portfolio
|
Q4 2024
Reduced 71.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
9,940
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
9,938
shares
|
$2.41 Million
0.13% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
9,931
shares
|
$2.41 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
9,912
shares
|
$2.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
9,911
shares
|
$2.41 Million
0.79% of portfolio
|
Q2 2025
Added 63.95%
|