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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,914
shares
|
$464,642
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,908
shares
|
$463,186
0.15% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
1,907
shares
|
$462,943
0.06% of portfolio
|
Q2 2025
Added 28.16%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
1,901
shares
|
$461,486
0.04% of portfolio
|
Q2 2025
Reduced 94.49%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
1,890
shares
|
$458,816
0.21% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,888
shares
|
$458,330
0.34% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,886
shares
|
$457,845
0.11% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Aug 11, 2025 Q2 2025 |
1,884
shares
|
$457,359
0.33% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
1,884
shares
|
$457,359
0.11% of portfolio
|
Q2 2025
Added 57.39%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
1,881
shares
|
$456,631
0.05% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
1,870
shares
|
$453,961
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
1,867
shares
|
$453,232
0.28% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
1,864
shares
|
$452,504
0.1% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Tennessee Valley Asset Management Partners
|
Aug 14, 2025 Q2 2025 |
1,858
shares
|
$451,048
0.13% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$450,805
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
1,857
shares
|
$450,805
0.03% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,854
shares
|
$450,077
0.09% of portfolio
|
Q2 2025
Added 118.89%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
1,854
shares
|
$450,077
0.11% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
1,854
shares
|
$450,077
0.41% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,854
shares
|
$450,077
0.54% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,852
shares
|
$449,591
0.14% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$449,348
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,847
shares
|
$448,377
0.05% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,846
shares
|
$448,134
0.01% of portfolio
|
Q2 2025
Reduced 27.44%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
1,841
shares
|
$446,921
0.12% of portfolio
|
Q2 2025
Added 144.49%
|