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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
2,030
shares
|
$492,802
0.09% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,026
shares
|
$491,831
0.16% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$491,831
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,023
shares
|
$491,103
0.1% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
2,022
shares
|
$490,860
0.17% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,021
shares
|
$490,617
0.29% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
2,019
shares
|
$490,132
0.39% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
2,016
shares
|
$489,404
0.07% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Meeder Asset Management Inc
|
Aug 07, 2025 Q2 2025 |
2,012
shares
|
$488,433
0.03% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,011
shares
|
$488,190
0.16% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,009
shares
|
$487,704
0.19% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Aug 07, 2025 Q2 2025 |
2,004
shares
|
$486,491
0.26% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,003
shares
|
$486,248
0.1% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
2,003
shares
|
$486,248
0.22% of portfolio
|
Q2 2025
Reduced 86.03%
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
2,001
shares
|
$485,762
0.17% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
2,000
shares
|
$485,520
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$485,520
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$483,577
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
1,992
shares
|
$483,577
0.28% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 11, 2025 Q2 2025 |
1,989
shares
|
$482,849
0.13% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,987
shares
|
$482,364
0.19% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Synergy Financial Group, LTD
|
Aug 15, 2025 Q2 2025 |
1,987
shares
|
$482,364
0.42% of portfolio
|
Q2 2025
Reduced 6.49%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
1,981
shares
|
$480,907
0.1% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,977
shares
|
$479,936
0.02% of portfolio
|
Q2 2025
Reduced 62.02%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,976
shares
|
$479,693
0.19% of portfolio
|
Q2 2025
Added 1.23%
|