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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
5,392
shares
|
$1.31 Million
0.09% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,381
shares
|
$1.31 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
5,372
shares
|
$1.3 Million
0.55% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,363
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Added 29.92%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,342
shares
|
$1.3 Million
0.08% of portfolio
|
Q2 2025
Added 27.04%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
5,317
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
5,287
shares
|
$1.28 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,275
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
5,274
shares
|
$1.28 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
5,274
shares
|
$1.28 Million
0.77% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
5,269
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
5,267
shares
|
$1.28 Million
0.0% of portfolio
|
Q2 2025
Added 8.64%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,263
shares
|
$1.28 Million
0.85% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.27 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
|
Econ Financial Services Corp
|
Aug 04, 2025 Q2 2025 |
5,239
shares
|
$1.27 Million
0.79% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
5,205
shares
|
$1.26 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
5,198
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Reduced 90.42%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
5,192
shares
|
$1.26 Million
1.14% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Square Wave Partners, L.P.
Brooklyn, NY |
May 15, 2025 Q1 2025 |
5,191
shares
|
$1.26 Million
1.49% of portfolio
|
Q1 2025
Reduced 75.79%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,181
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 51.77%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,178
shares
|
$1.26 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
5,167
shares
|
$1.25 Million
0.59% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Jul 30, 2025 Q2 2025 |
5,162
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Added 15.71%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
5,154
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 99.6%
|