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 |
|---|---|---|---|---|---|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
9,051
shares
|
$2.2 Million
0.64% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,048
shares
|
$2.2 Million
0.19% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
9,015
shares
|
$2.19 Million
0.48% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
9,006
shares
|
$2.19 Million
0.44% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,998
shares
|
$2.18 Million
0.65% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.18 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,965
shares
|
$2.18 Million
0.13% of portfolio
|
Q2 2025
Reduced 47.49%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,957
shares
|
$2.17 Million
0.87% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,916
shares
|
$2.16 Million
0.23% of portfolio
|
Q2 2025
Reduced 74.33%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,907
shares
|
$2.16 Million
0.67% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
8,902
shares
|
$2.16 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.16 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Kidder Stephen W
|
Jul 23, 2025 Q2 2025 |
8,876
shares
|
$2.15 Million
0.74% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
8,826
shares
|
$2.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
8,821
shares
|
$2.14 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,778
shares
|
$2.13 Million
0.12% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
8,760
shares
|
$2.13 Million
1.98% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,720
shares
|
$2.12 Million
0.62% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
8,693
shares
|
$2.11 Million
0.12% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
8,689
shares
|
$2.11 Million
0.32% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
8,668
shares
|
$2.1 Million
0.57% of portfolio
|
Q2 2025
Added 30.9%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,656
shares
|
$2.1 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.1 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
8,637
shares
|
$2.1 Million
0.39% of portfolio
|
Q2 2025
Added 116.47%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,621
shares
|
$2.09 Million
0.85% of portfolio
|
Q2 2025
Added 7.03%
|