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 |
|---|---|---|---|---|---|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
6,195
shares
|
$1.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
6,158
shares
|
$1.49 Million
0.06% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,156
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,155
shares
|
$1.49 Million
0.16% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
6,144
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
6,133
shares
|
$1.49 Million
0.28% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
6,127
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
6,123
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,106
shares
|
$1.48 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
6,105
shares
|
$1.48 Million
0.43% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
6,104
shares
|
$1.48 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,100
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Added 23.46%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,092
shares
|
$1.48 Million
0.59% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
Aug 14, 2025 Q2 2025 |
6,060
shares
|
$1.47 Million
0.83% of portfolio
|
Q2 2025
Reduced 75.33%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
6,039
shares
|
$1.47 Million
0.21% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,030
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,014
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
Added 411.39%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
6,001
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
5,996
shares
|
$1.46 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
5,993
shares
|
$1.45 Million
1.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
5,983
shares
|
$1.45 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
5,945
shares
|
$1.44 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
5,935
shares
|
$1.44 Million
0.73% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
5,911
shares
|
$1.43 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
5,894
shares
|
$1.43 Million
0.81% of portfolio
|
Q2 2025
Added 15.12%
|