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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
2,906
shares
|
$705,460
0.19% of portfolio
|
Q2 2025
Added 24.67%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
2,902
shares
|
$704,489
0.2% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
2,899
shares
|
$703,761
0.16% of portfolio
|
Q2 2025
Added 18.23%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,898
shares
|
$703,518
0.22% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$703,032
0.0% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
2,886
shares
|
$700,605
0.03% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,873
shares
|
$697,449
0.38% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Financial Sense Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,868
shares
|
$696,235
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
2,868
shares
|
$696,235
0.43% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,856
shares
|
$693,322
0.14% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,839
shares
|
$689,195
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
2,838
shares
|
$688,952
0.29% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
2,835
shares
|
$688,224
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,832
shares
|
$687,496
0.5% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$687,253
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
2,829
shares
|
$686,768
0.31% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
2,797
shares
|
$678,999
0.61% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
2,791
shares
|
$677,543
0.43% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
2,782
shares
|
$675,358
0.12% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
2,778
shares
|
$674,387
0.61% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$672,445
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
2,769
shares
|
$672,202
0.59% of portfolio
|
Q2 2025
Added 260.08%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,762
shares
|
$670,503
0.13% of portfolio
|
Q2 2025
Added 230.38%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
2,759
shares
|
$669,774
0.33% of portfolio
|
Q2 2025
Added 18.72%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
2,742
shares
|
$665,647
0.57% of portfolio
|
Q2 2025
Reduced 14.95%
|