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 |
|---|---|---|---|---|---|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
2,621
shares
|
$636,273
0.08% of portfolio
|
Q3 2024
Reduced 55.28%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
2,615
shares
|
$634,817
0.36% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
2,607
shares
|
$632,875
0.09% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
2,604
shares
|
$632,147
0.51% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Aug 14, 2025 Q2 2025 |
2,603
shares
|
$631,904
0.31% of portfolio
|
Q2 2025
Added 148.14%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
2,603
shares
|
$631,904
0.68% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
2,602
shares
|
$631,661
0.28% of portfolio
|
Q2 2025
Added 25.64%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
2,596
shares
|
$630,204
0.15% of portfolio
|
Q2 2025
Added 32.99%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
2,594
shares
|
$629,719
0.02% of portfolio
|
Q2 2025
Added 24.06%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
2,593
shares
|
$629,476
0.15% of portfolio
|
Q2 2025
Reduced 40.96%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,591
shares
|
$628,991
0.05% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
2,589
shares
|
$628,505
0.11% of portfolio
|
Q2 2025
Added 34.35%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,579
shares
|
$626,078
0.18% of portfolio
|
Q2 2025
Reduced 45.38%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
2,576
shares
|
$625,349
0.03% of portfolio
|
Q2 2025
Reduced 92.51%
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
2,575
shares
|
$625,107
0.14% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
2,574
shares
|
$624,864
0.15% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,573
shares
|
$624,621
0.19% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,572
shares
|
$624,378
0.12% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
2,572
shares
|
$624,378
0.02% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,565
shares
|
$622,679
0.38% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
2,563
shares
|
$622,193
0.22% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
2,562
shares
|
$621,951
0.06% of portfolio
|
Q2 2025
Reduced 15.47%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
2,552
shares
|
$619,523
0.05% of portfolio
|
Q2 2025
Reduced 31.58%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
2,540
shares
|
$616,610
0.08% of portfolio
|
Q2 2025
Added 23.3%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
2,530
shares
|
$614,182
0.64% of portfolio
|
Q1 2025
Reduced 1.02%
|