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 |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
2,523
shares
|
$612,483
0.3% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
2,521
shares
|
$611,997
0.15% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
2,518
shares
|
$611,269
0.24% of portfolio
|
Q2 2025
Added 39.19%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,514
shares
|
$610,298
0.09% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,509
shares
|
$609,084
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
2,508
shares
|
$608,842
0.32% of portfolio
|
Q2 2025
Added 65.0%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,507
shares
|
$608,599
0.2% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,496
shares
|
$605,928
0.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,489
shares
|
$604,229
0.03% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,489
shares
|
$604,229
0.0% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
2,485
shares
|
$603,258
0.22% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,484
shares
|
$603,015
0.08% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Karani Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,484
shares
|
$603,015
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
2,470
shares
|
$599,617
0.13% of portfolio
|
Q2 2025
Reduced 87.32%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$598,888
0.51% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
2,455
shares
|
$595,975
0.09% of portfolio
|
Q2 2025
Added 71.8%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,444
shares
|
$593,305
0.06% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,443
shares
|
$593,062
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
2,439
shares
|
$592,091
0.41% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,436
shares
|
$591,363
0.05% of portfolio
|
Q2 2025
Reduced 30.74%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,431
shares
|
$590,149
0.38% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,427
shares
|
$589,178
0.45% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
2,425
shares
|
$588,693
0.13% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
2,424
shares
|
$588,450
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
2,409
shares
|
$584,808
0.03% of portfolio
|
Q2 2025
Reduced 2.31%
|