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 |
|---|---|---|---|---|---|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,973
shares
|
$478,965
0.17% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
1,972
shares
|
$478,722
0.23% of portfolio
|
Q4 2024
Reduced 36.47%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,971
shares
|
$478,479
0.03% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
1,967
shares
|
$477,508
0.25% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
1,963
shares
|
$476,537
0.35% of portfolio
|
Q2 2025
Reduced 23.2%
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
1,960
shares
|
$475,809
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,948
shares
|
$472,896
0.25% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$472,653
0.04% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
1,947
shares
|
$472,653
0.32% of portfolio
|
Q2 2025
Reduced 39.72%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,946
shares
|
$472,410
0.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,942
shares
|
$471,439
0.54% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,936
shares
|
$469,983
0.06% of portfolio
|
Q2 2025
Added 24.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,935
shares
|
$469,740
0.09% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
1,933
shares
|
$469,255
0.07% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
1,933
shares
|
$469,255
0.2% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,932
shares
|
$469,012
0.05% of portfolio
|
Q2 2025
Added 173.27%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,928
shares
|
$468,041
0.04% of portfolio
|
Q2 2025
Reduced 59.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$467,313
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
1,925
shares
|
$467,313
0.12% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
1,923
shares
|
$466,827
0.3% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,920
shares
|
$466,099
0.01% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
1,920
shares
|
$466,099
0.13% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,919
shares
|
$465,856
0.11% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
1,915
shares
|
$464,885
0.11% of portfolio
|
Q2 2025
Added 23.55%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$464,642
0.15% of portfolio
|
Q4 2022
Added 15.02%
|