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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
2,225
shares
|
$540,141
0.03% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
2,218
shares
|
$538,441
0.42% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
2,216
shares
|
$537,956
0.1% of portfolio
|
Q2 2025
Added 29.21%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
2,212
shares
|
$536,985
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,206
shares
|
$535,528
0.05% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
2,206
shares
|
$535,528
0.18% of portfolio
|
Q2 2025
Added 80.52%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
2,189
shares
|
$531,401
0.18% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
2,182
shares
|
$529,702
0.12% of portfolio
|
Q2 2025
Added 167.07%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
2,181
shares
|
$529,459
0.16% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
2,180
shares
|
$529,216
0.05% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
2,177
shares
|
$528,488
0.15% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,175
shares
|
$528,003
0.41% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
2,172
shares
|
$527,274
0.7% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
2,170
shares
|
$526,789
0.11% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
2,170
shares
|
$526,789
0.41% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
2,169
shares
|
$526,546
0.41% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,163
shares
|
$525,089
0.03% of portfolio
|
Q2 2025
Reduced 40.12%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
2,158
shares
|
$523,876
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,148
shares
|
$521,448
0.22% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
2,141
shares
|
$519,749
0.05% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,140
shares
|
$519,506
0.08% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
2,135
shares
|
$518,292
0.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
2,134
shares
|
$518,049
0.14% of portfolio
|
Q2 2025
Added 18.03%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,133
shares
|
$517,807
0.16% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
2,130
shares
|
$517,078
0.1% of portfolio
|
Q2 2025
Added 172.03%
|