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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,391
shares
|
$823,199
0.07% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,388
shares
|
$822,470
0.91% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,385
shares
|
$821,742
0.14% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
3,381
shares
|
$820,771
0.04% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
3,363
shares
|
$816,401
1.03% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,362
shares
|
$816,159
0.11% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
3,354
shares
|
$814,217
0.05% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,352
shares
|
$813,731
1.4% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
3,342
shares
|
$811,303
0.45% of portfolio
|
Q2 2025
Added 7.46%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$811,061
0.04% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,340
shares
|
$810,818
0.23% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
3,331
shares
|
$808,633
0.51% of portfolio
|
Q2 2025
Added 22.78%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
3,321
shares
|
$806,205
0.1% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
3,319
shares
|
$805,720
0.2% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
3,318
shares
|
$805,477
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
3,316
shares
|
$804,992
0.74% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
3,315
shares
|
$804,749
0.01% of portfolio
|
Q2 2025
Reduced 26.53%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
3,306
shares
|
$802,564
0.17% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
3,300
shares
|
$801,108
0.25% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
3,294
shares
|
$799,651
0.31% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
3,286
shares
|
$797,709
0.09% of portfolio
|
Q2 2025
Added 26.92%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,274
shares
|
$794,796
0.12% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
3,273
shares
|
$794,553
0.69% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
3,270
shares
|
$793,825
0.29% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,263
shares
|
$792,125
0.11% of portfolio
|
Q2 2025
Reduced 22.81%
|