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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
3,571
shares
|
$866,895
0.09% of portfolio
|
Q2 2025
Added 31.72%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
3,568
shares
|
$866,167
0.18% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$865,924
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
3,556
shares
|
$863,254
0.12% of portfolio
|
Q2 2025
Added 173.75%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
3,528
shares
|
$856,457
0.08% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,524
shares
|
$855,486
0.48% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,513
shares
|
$852,815
0.16% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
3,508
shares
|
$851,602
0.3% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
3,507
shares
|
$851,359
0.55% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
3,495
shares
|
$848,446
0.24% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
3,493
shares
|
$847,960
0.67% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
3,481
shares
|
$845,047
0.13% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$843,591
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
3,466
shares
|
$841,406
0.95% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,462
shares
|
$840,435
0.39% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,459
shares
|
$839,706
0.02% of portfolio
|
Q2 2025
Added 20.02%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,457
shares
|
$839,221
0.07% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
3,448
shares
|
$837,036
0.04% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
3,443
shares
|
$835,822
0.04% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
3,441
shares
|
$835,337
0.23% of portfolio
|
Q2 2025
Added 35.9%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
3,425
shares
|
$831,453
0.04% of portfolio
|
Q2 2025
Reduced 80.91%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
3,407
shares
|
$827,083
0.67% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
3,400
shares
|
$825,384
0.18% of portfolio
|
Q2 2025
Added 32.97%
|
|
|
Payden & Rygel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
3,400
shares
|
$825,384
0.08% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$824,898
0.02% of portfolio
|
Q1 2023
Added 1.49%
|