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 |
|---|---|---|---|---|---|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
3,262
shares
|
$791,883
0.68% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,262
shares
|
$791,883
0.63% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,252
shares
|
$789,455
0.05% of portfolio
|
Q2 2025
Reduced 57.97%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
3,246
shares
|
$787,998
0.37% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
3,245
shares
|
$787,756
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
3,243
shares
|
$787,270
0.09% of portfolio
|
N/A
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
3,230
shares
|
$784,114
0.8% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
3,230
shares
|
$784,114
0.25% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
3,222
shares
|
$782,172
0.29% of portfolio
|
Q2 2025
Added 32.76%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,215
shares
|
$780,473
0.18% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,214
shares
|
$780,230
0.31% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,213
shares
|
$779,987
0.69% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Liberty One Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
3,211
shares
|
$779,502
0.09% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,199
shares
|
$776,589
0.32% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
3,198
shares
|
$776,346
0.06% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,193
shares
|
$775,132
0.06% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
3,188
shares
|
$773,918
0.54% of portfolio
|
Q2 2024
New holding
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,187
shares
|
$773,676
0.21% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
Amica Retiree Medical Trust
|
Aug 07, 2025 Q2 2025 |
3,184
shares
|
$772,947
1.25% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,176
shares
|
$771,005
0.19% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,164
shares
|
$768,092
0.17% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
3,159
shares
|
$766,878
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
3,158
shares
|
$766,636
0.02% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,158
shares
|
$766,636
0.08% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Jul 29, 2025 Q2 2025 |
3,158
shares
|
$766,636
0.23% of portfolio
|
Q2 2025
Added 1.41%
|