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 |
|---|---|---|---|---|---|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,408
shares
|
$584,566
0.33% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
2,405
shares
|
$583,837
0.13% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$583,352
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$582,138
0.08% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$581,410
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
|
Bellecapital International Ltd.
|
Jul 29, 2025 Q2 2025 |
2,391
shares
|
$580,439
0.12% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,390
shares
|
$580,196
0.15% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,388
shares
|
$579,710
0.18% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
2,383
shares
|
$578,497
0.02% of portfolio
|
Q2 2025
Reduced 70.9%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
2,377
shares
|
$577,040
0.36% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
2,363
shares
|
$573,641
0.25% of portfolio
|
Q2 2025
Reduced 99.59%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
2,358
shares
|
$572,428
0.44% of portfolio
|
Q2 2025
Reduced 9.2%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,355
shares
|
$571,699
0.05% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,353
shares
|
$571,214
0.09% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,351
shares
|
$570,728
0.04% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,350
shares
|
$570,486
0.19% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,349
shares
|
$570,243
0.28% of portfolio
|
Q4 2022
Reduced 25.78%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,334
shares
|
$566,601
0.51% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,334
shares
|
$566,601
0.2% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
2,331
shares
|
$565,873
0.05% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
2,314
shares
|
$561,746
0.08% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2025 Q2 2025 |
2,307
shares
|
$560,047
0.06% of portfolio
|
Q2 2025
Added 544.41%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
2,303
shares
|
$559,076
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,301
shares
|
$558,590
0.06% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,299
shares
|
$558,105
0.14% of portfolio
|
Q2 2023
Reduced 5.12%
|