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 |
|---|---|---|---|---|---|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
3,685
shares
|
$894,570
0.75% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
3,678
shares
|
$892,871
0.82% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
3,675
shares
|
$892,143
0.43% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,672
shares
|
$891,414
0.7% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$890,200
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
3,655
shares
|
$887,287
0.14% of portfolio
|
Q2 2025
Reduced 47.13%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,654
shares
|
$887,045
0.48% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
3,646
shares
|
$885,102
0.11% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,644
shares
|
$884,617
0.2% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
3,641
shares
|
$883,889
0.28% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
3,633
shares
|
$881,947
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
3,633
shares
|
$881,947
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
3,628
shares
|
$880,733
0.61% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,622
shares
|
$879,276
0.05% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,617
shares
|
$878,062
0.35% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,608
shares
|
$875,878
0.51% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
3,607
shares
|
$875,635
0.13% of portfolio
|
Q2 2025
Reduced 20.16%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
3,607
shares
|
$875,635
0.4% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
3,602
shares
|
$874,421
0.35% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
3,597
shares
|
$873,207
0.06% of portfolio
|
Q1 2025
Reduced 84.97%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
3,597
shares
|
$873,207
0.12% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Sky Investment Group LLC
|
Jul 10, 2025 Q2 2025 |
3,595
shares
|
$872,722
0.18% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
3,591
shares
|
$871,751
0.11% of portfolio
|
Q2 2025
Reduced 22.76%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
3,578
shares
|
$868,595
0.49% of portfolio
|
Q2 2025
Reduced 64.24%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,571
shares
|
$866,895
0.03% of portfolio
|
Q2 2025
Added 30.9%
|