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 |
|---|---|---|---|---|---|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
8,615
shares
|
$2.09 Million
1.07% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 24, 2025 Q2 2025 |
8,594
shares
|
$2.09 Million
0.28% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
8,590
shares
|
$2.09 Million
1.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,552
shares
|
$2.08 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8,544
shares
|
$2.07 Million
0.47% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
8,532
shares
|
$2.07 Million
0.62% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
8,531
shares
|
$2.07 Million
0.65% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
8,479
shares
|
$2.06 Million
0.06% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
8,461
shares
|
$2.05 Million
0.98% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
8,445
shares
|
$2.05 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,415
shares
|
$2.04 Million
0.5% of portfolio
|
Q2 2025
Added 60.16%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
8,414
shares
|
$2.04 Million
0.13% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
8,414
shares
|
$2.04 Million
1.72% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,400
shares
|
$2.04 Million
0.16% of portfolio
|
Q2 2025
Reduced 25.68%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
8,391
shares
|
$2.04 Million
0.81% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,348
shares
|
$2.03 Million
1.78% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Stoneridge Investment Partners LLC
|
Aug 11, 2025 Q2 2025 |
8,340
shares
|
$2.02 Million
1.71% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
8,312
shares
|
$2.02 Million
0.69% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,310
shares
|
$2.02 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,290
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
8,263
shares
|
$2.01 Million
0.43% of portfolio
|
Q2 2025
Added 27.89%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,220
shares
|
$2 Million
1.96% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$1.99 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
8,142
shares
|
$1.98 Million
0.88% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,092
shares
|
$1.96 Million
0.39% of portfolio
|
Q4 2024
Added 1.99%
|