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 |
|---|---|---|---|---|---|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
9,900
shares
|
$2.4 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
9,898
shares
|
$2.4 Million
0.06% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
9,896
shares
|
$2.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
9,890
shares
|
$2.4 Million
2.13% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
9,879
shares
|
$2.4 Million
0.2% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
9,868
shares
|
$2.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
9,824
shares
|
$2.38 Million
1.49% of portfolio
|
Q2 2025
Added 27188.89%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
9,779
shares
|
$2.37 Million
0.51% of portfolio
|
Q2 2025
Added 35.84%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
9,760
shares
|
$2.37 Million
0.41% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
9,754
shares
|
$2.37 Million
0.75% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
9,743
shares
|
$2.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
9,740
shares
|
$2.36 Million
0.43% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
9,727
shares
|
$2.36 Million
0.33% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
9,698
shares
|
$2.35 Million
0.87% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,692
shares
|
$2.35 Million
0.51% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
9,641
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
9,632
shares
|
$2.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,624
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
9,622
shares
|
$2.34 Million
0.62% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,585
shares
|
$2.33 Million
0.11% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
9,576
shares
|
$2.32 Million
0.16% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.32 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.32 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
9,532
shares
|
$2.31 Million
0.01% of portfolio
|
Q2 2025
Added 14.51%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
9,510
shares
|
$2.31 Million
0.24% of portfolio
|
Q2 2025
Added 7.66%
|