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 |
|---|---|---|---|---|---|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
6,477
shares
|
$1.57 Million
1.08% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
6,474
shares
|
$1.57 Million
0.97% of portfolio
|
Q2 2025
Added 203.94%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
6,466
shares
|
$1.57 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
6,451
shares
|
$1.57 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,440
shares
|
$1.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 70.27%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,438
shares
|
$1.56 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
6,424
shares
|
$1.56 Million
0.23% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
6,393
shares
|
$1.55 Million
0.96% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
6,386
shares
|
$1.55 Million
0.69% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,366
shares
|
$1.55 Million
0.18% of portfolio
|
Q2 2025
Added 11.12%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
6,365
shares
|
$1.55 Million
1.07% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
6,364
shares
|
$1.54 Million
0.36% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
6,337
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
6,332
shares
|
$1.54 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
6,309
shares
|
$1.53 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
6,275
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2025
Added 71.4%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
6,265
shares
|
$1.52 Million
0.09% of portfolio
|
Q2 2025
Added 72.88%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
6,257
shares
|
$1.52 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
6,228
shares
|
$1.51 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
6,224
shares
|
$1.51 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Castle Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
6,223
shares
|
$1.51 Million
0.88% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
6,215
shares
|
$1.51 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
6,200
shares
|
$1.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.98%
|