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 |
|---|---|---|---|---|---|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
4,849
shares
|
$1.18 Million
0.59% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,846
shares
|
$1.18 Million
0.43% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
4,831
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
4,830
shares
|
$1.17 Million
0.17% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
4,826
shares
|
$1.17 Million
0.52% of portfolio
|
Q2 2025
Added 20.68%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
4,821
shares
|
$1.17 Million
1.08% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,814
shares
|
$1.17 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,805
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,801
shares
|
$1.17 Million
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,793
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.16 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,773
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 40.59%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,771
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 14.25%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,771
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
4,770
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 225.6%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
4,753
shares
|
$1.15 Million
0.1% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,749
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
4,737
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,736
shares
|
$1.15 Million
0.62% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
4,721
shares
|
$1.15 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.14 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
4,713
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,710
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
4,701
shares
|
$1.14 Million
0.62% of portfolio
|
Q2 2025
Reduced 2.23%
|