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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$663,705
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
2,728
shares
|
$662,249
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,725
shares
|
$661,521
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$659,578
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$659,093
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
2,709
shares
|
$657,636
0.67% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,706
shares
|
$656,908
0.0% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,704
shares
|
$656,423
0.19% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$656,180
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
2,703
shares
|
$656,180
0.04% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
2,699
shares
|
$655,209
0.12% of portfolio
|
Q2 2025
Reduced 39.58%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
2,698
shares
|
$654,966
0.2% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,690
shares
|
$653,024
0.29% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
2,689
shares
|
$652,781
0.08% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,688
shares
|
$652,538
0.05% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
2,681
shares
|
$650,839
0.09% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$648,654
0.37% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,654
shares
|
$644,285
0.31% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
2,653
shares
|
$644,042
0.06% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
2,651
shares
|
$643,556
0.06% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
2,646
shares
|
$642,342
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
2,640
shares
|
$640,886
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,637
shares
|
$640,158
0.05% of portfolio
|
Q2 2025
Added 49.07%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,636
shares
|
$639,915
1.32% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
2,635
shares
|
$639,672
0.23% of portfolio
|
Q1 2025
Added 11.04%
|