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 |
|---|---|---|---|---|---|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,620
shares
|
$1.36 Million
0.65% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
5,614
shares
|
$1.36 Million
0.58% of portfolio
|
Q2 2025
Added 19.52%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,597
shares
|
$1.36 Million
1.36% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
5,582
shares
|
$1.36 Million
0.33% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
5,575
shares
|
$1.35 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
5,574
shares
|
$1.35 Million
0.23% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
5,555
shares
|
$1.35 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,549
shares
|
$1.35 Million
0.26% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,538
shares
|
$1.34 Million
0.16% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
5,526
shares
|
$1.34 Million
0.27% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
5,521
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
5,507
shares
|
$1.34 Million
0.95% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
5,500
shares
|
$1.34 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
5,474
shares
|
$1.33 Million
0.48% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,469
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
5,464
shares
|
$1.33 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
5,450
shares
|
$1.32 Million
0.53% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,449
shares
|
$1.32 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
5,438
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 88.17%
|
|
|
Legal Advantage Investments, Inc.
|
Jul 25, 2025 Q2 2025 |
5,437
shares
|
$1.32 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
5,429
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Aug 08, 2025 Q2 2025 |
5,429
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
5,426
shares
|
$1.32 Million
0.48% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
5,421
shares
|
$1.32 Million
0.73% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 14, 2025 Q2 2025 |
5,408
shares
|
$1.31 Million
0.45% of portfolio
|
Q2 2025
Reduced 21.8%
|