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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,089
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,076
shares
|
$1.96 Million
0.96% of portfolio
|
Q4 2023
Added 18.23%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
8,032
shares
|
$1.95 Million
0.26% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
8,029
shares
|
$1.95 Million
0.13% of portfolio
|
Q2 2025
Added 29.67%
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
8,001
shares
|
$1.94 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,000
shares
|
$1.94 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Future Fund LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
7,988
shares
|
$1.94 Million
0.99% of portfolio
|
Q2 2025
Added 22.68%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
7,987
shares
|
$1.94 Million
1.46% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
7,982
shares
|
$1.94 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
7,968
shares
|
$1.93 Million
1.79% of portfolio
|
Q4 2022
Reduced 1.88%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
7,963
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,959
shares
|
$1.93 Million
1.24% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 05, 2025 Q2 2025 |
7,928
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
7,910
shares
|
$1.92 Million
0.73% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
7,902
shares
|
$1.92 Million
0.28% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
7,900
shares
|
$1.92 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
7,899
shares
|
$1.92 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,885
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
7,868
shares
|
$1.91 Million
0.36% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 08, 2025 Q2 2025 |
7,862
shares
|
$1.91 Million
1.6% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
7,845
shares
|
$1.9 Million
1.48% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
7,804
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
7,794
shares
|
$1.89 Million
0.33% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
7,770
shares
|
$1.89 Million
0.64% of portfolio
|
Q2 2025
Added 1.6%
|