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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,764
shares
|
$428,228
0.07% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,759
shares
|
$427,014
0.21% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
1,757
shares
|
$426,529
0.18% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
1,751
shares
|
$425,072
0.63% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
1,746
shares
|
$423,858
0.07% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
1,745
shares
|
$423,616
0.12% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,745
shares
|
$423,616
0.12% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
1,735
shares
|
$421,188
0.11% of portfolio
|
Q2 2025
Added 10.02%
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
1,734
shares
|
$420,945
0.29% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
1,734
shares
|
$420,945
0.05% of portfolio
|
Q2 2025
Added 105.69%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$420,460
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,731
shares
|
$420,217
0.08% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
1,731
shares
|
$420,217
0.14% of portfolio
|
Q2 2025
Added 75.74%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 23, 2025 Q2 2025 |
1,727
shares
|
$419,246
0.15% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jul 23, 2025 Q2 2025 |
1,726
shares
|
$419,003
0.35% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$418,032
0.28% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
1,716
shares
|
$416,576
0.09% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
1,715
shares
|
$416,333
0.02% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,715
shares
|
$416,333
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
1,714
shares
|
$416,090
0.27% of portfolio
|
Q2 2025
Added 10.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,713
shares
|
$415,847
0.1% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
1,709
shares
|
$414,876
0.33% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,709
shares
|
$414,876
0.1% of portfolio
|
Q2 2025
Reduced 25.04%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Aug 05, 2025 Q2 2025 |
1,707
shares
|
$414,391
0.75% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,704
shares
|
$413,663
0.05% of portfolio
|
Q2 2025
Reduced 94.22%
|