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 |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
6,741
shares
|
$1.64 Million
0.33% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,740
shares
|
$1.64 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,738
shares
|
$1.64 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
6,738
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,732
shares
|
$1.63 Million
0.57% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
6,719
shares
|
$1.63 Million
0.12% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.63 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,698
shares
|
$1.63 Million
0.2% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
6,695
shares
|
$1.63 Million
0.57% of portfolio
|
Q2 2025
Added 608.47%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,673
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
6,656
shares
|
$1.62 Million
0.78% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
6,593
shares
|
$1.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 31.17%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$1.6 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
6,575
shares
|
$1.6 Million
1.56% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
6,571
shares
|
$1.6 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
6,562
shares
|
$1.59 Million
0.88% of portfolio
|
Q2 2025
Added 70.71%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
6,550
shares
|
$1.59 Million
0.67% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
6,550
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.36%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,542
shares
|
$1.59 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
6,532
shares
|
$1.59 Million
0.31% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
6,528
shares
|
$1.58 Million
0.88% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
6,514
shares
|
$1.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
6,498
shares
|
$1.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
6,497
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
6,480
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2025
Added 10.98%
|