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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
2,128
shares
|
$516,593
0.04% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$513,922
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
2,111
shares
|
$512,466
0.23% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
2,110
shares
|
$512,223
0.27% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,106
shares
|
$511,252
0.08% of portfolio
|
Q2 2025
Added 8.22%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,104
shares
|
$510,767
0.01% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
2,100
shares
|
$509,796
0.02% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,096
shares
|
$508,824
0.21% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,085
shares
|
$506,154
0.06% of portfolio
|
Q2 2025
Added 103.41%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,082
shares
|
$505,426
0.2% of portfolio
|
Q2 2025
Added 81.68%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,081
shares
|
$505,183
0.01% of portfolio
|
Q2 2025
Added 169.91%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
2,081
shares
|
$505,183
0.53% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,078
shares
|
$504,455
0.13% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,076
shares
|
$503,969
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,074
shares
|
$503,484
0.47% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Griffin Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
2,068
shares
|
$502,027
0.07% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 04, 2025 Q2 2025 |
2,067
shares
|
$501,784
0.2% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,061
shares
|
$500,328
0.05% of portfolio
|
Q2 2025
Added 72.76%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
2,060
shares
|
$500,085
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
2,059
shares
|
$499,842
0.32% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,055
shares
|
$498,871
0.04% of portfolio
|
Q2 2025
Added 25.76%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
2,050
shares
|
$497,658
0.28% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,045
shares
|
$496,444
0.05% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
2,044
shares
|
$496,201
0.34% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Aug 15, 2025 Q2 2025 |
2,038
shares
|
$494,744
0.46% of portfolio
|
Q2 2025
New holding
|