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 |
|---|---|---|---|---|---|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
4,300
shares
|
$1.04 Million
0.32% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
4,291
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,287
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 21.11%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
4,283
shares
|
$1.04 Million
0.31% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
4,276
shares
|
$1.04 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
4,276
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
Added 258.72%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
4,263
shares
|
$1.03 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
4,256
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.65%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
4,254
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
4,251
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.03 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
4,240
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
4,203
shares
|
$1.02 Million
0.91% of portfolio
|
Q2 2025
Reduced 11.57%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
4,199
shares
|
$1.02 Million
0.36% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
4,199
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,186
shares
|
$1.02 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Lcm Capital Management Inc
|
Jul 14, 2025 Q2 2025 |
4,183
shares
|
$1.02 Million
0.61% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$1.01 Million
1.27% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,170
shares
|
$1.01 Million
0.28% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
4,170
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
4,167
shares
|
$1.01 Million
0.54% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
4,165
shares
|
$1.01 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
4,163
shares
|
$1.01 Million
0.66% of portfolio
|
Q2 2025
Added 29.09%
|