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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,476
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,473
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,466
shares
|
$1.08 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
4,458
shares
|
$1.08 Million
0.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,455
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
4,450
shares
|
$1.08 Million
0.95% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
Jul 29, 2025 Q2 2025 |
4,449
shares
|
$1.08 Million
0.52% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
4,439
shares
|
$1.08 Million
0.78% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Elefante Mark B
Boston, MA |
Jul 25, 2025 Q2 2025 |
4,409
shares
|
$1.07 Million
0.9% of portfolio
|
Q2 2025
Added 29.03%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
4,408
shares
|
$1.07 Million
0.08% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Aug 13, 2025 Q2 2025 |
4,400
shares
|
$1.07 Million
1.11% of portfolio
|
Q2 2025
Added 35.38%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
4,392
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 229.24%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
4,391
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Added 26.21%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,383
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2025
Reduced 19.15%
|
|
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
Jul 31, 2025 Q2 2025 |
4,378
shares
|
$1.06 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Aug 12, 2025 Q2 2025 |
4,373
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,369
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,367
shares
|
$1.06 Million
0.41% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
4,350
shares
|
$1.06 Million
0.73% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Aug 04, 2025 Q2 2025 |
4,343
shares
|
$1.05 Million
1.35% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,330
shares
|
$1.05 Million
0.94% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,328
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.05 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
4,324
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
4,302
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.58%
|