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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,156
shares
|
$1.01 Million
0.52% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
4,153
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
4,150
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 50.31%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,146
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
4,122
shares
|
$1 Million
0.41% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,121
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
4,111
shares
|
$997,986
0.01% of portfolio
|
Q2 2025
Reduced 98.66%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$995,316
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$994,587
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
4,096
shares
|
$994,344
0.83% of portfolio
|
Q2 2025
Reduced 14.36%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,088
shares
|
$992,402
0.04% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
4,081
shares
|
$990,703
0.8% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,078
shares
|
$989,975
0.15% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$989,247
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
4,070
shares
|
$988,033
1.04% of portfolio
|
Q2 2025
Added 55.64%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
4,067
shares
|
$987,304
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$986,091
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
4,054
shares
|
$984,149
0.53% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
4,045
shares
|
$981,964
0.02% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
4,044
shares
|
$981,721
0.1% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
4,044
shares
|
$981,721
1.99% of portfolio
|
Q2 2025
Added 431.41%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,031
shares
|
$978,565
0.94% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,029
shares
|
$978,080
0.08% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,025
shares
|
$977,109
0.73% of portfolio
|
Q1 2025
Added 259.38%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
4,020
shares
|
$975,895
0.44% of portfolio
|
Q2 2025
Reduced 6.25%
|