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 |
|---|---|---|---|---|---|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$441,823
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,818
shares
|
$441,337
0.16% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
1,816
shares
|
$440,852
0.07% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,809
shares
|
$439,152
0.06% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jul 15, 2025 Q2 2025 |
1,804
shares
|
$437,939
0.1% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,802
shares
|
$437,453
0.03% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$436,968
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
1,794
shares
|
$435,511
0.19% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,793
shares
|
$435,268
0.22% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,793
shares
|
$435,268
0.17% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 30, 2025 Q2 2025 |
1,790
shares
|
$434,540
0.15% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
1,789
shares
|
$434,297
0.09% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
1,787
shares
|
$433,812
0.13% of portfolio
|
Q2 2025
Added 132.99%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
1,784
shares
|
$433,083
0.15% of portfolio
|
Q2 2025
Reduced 14.68%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
1,782
shares
|
$432,598
0.22% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,782
shares
|
$432,598
0.18% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,782
shares
|
$432,598
0.23% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,781
shares
|
$432,355
0.18% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
1,780
shares
|
$432,112
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$431,384
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
1,775
shares
|
$430,899
0.3% of portfolio
|
Q2 2025
Added 84.32%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$430,170
0.09% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,770
shares
|
$429,685
0.07% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,770
shares
|
$429,685
0.1% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,766
shares
|
$428,714
0.27% of portfolio
|
Q2 2025
Reduced 11.66%
|