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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
2,297
shares
|
$557,619
0.18% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
2,297
shares
|
$557,619
0.55% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
2,296
shares
|
$557,376
0.01% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
2,294
shares
|
$556,891
0.33% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
2,288
shares
|
$555,434
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,287
shares
|
$555,192
0.03% of portfolio
|
Q2 2025
Reduced 20.97%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 22, 2025 Q2 2025 |
2,281
shares
|
$553,735
0.12% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
2,279
shares
|
$553,250
0.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
2,277
shares
|
$552,764
0.4% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,275
shares
|
$552,279
0.04% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$551,550
0.06% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
2,272
shares
|
$551,550
0.13% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,266
shares
|
$550,094
0.17% of portfolio
|
Q2 2025
Added 30.23%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
2,266
shares
|
$550,094
0.12% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
2,264
shares
|
$549,608
0.41% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,255
shares
|
$547,423
0.34% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
2,255
shares
|
$547,423
0.39% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,250
shares
|
$546,210
0.41% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
2,240
shares
|
$543,782
0.1% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,237
shares
|
$543,054
0.24% of portfolio
|
Q2 2025
Added 47.85%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
2,237
shares
|
$543,054
0.58% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,234
shares
|
$542,325
0.19% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
2,231
shares
|
$541,597
0.41% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
2,230
shares
|
$541,354
0.09% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
2,228
shares
|
$540,869
0.39% of portfolio
|
Q2 2025
Added 12.47%
|