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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
1,691
shares
|
$410,507
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
1,691
shares
|
$410,507
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,691
shares
|
$410,507
0.17% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,690
shares
|
$410,264
0.32% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
1,689
shares
|
$410,021
0.29% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,688
shares
|
$409,778
0.1% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,687
shares
|
$409,536
0.01% of portfolio
|
Q2 2025
Added 85.38%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,681
shares
|
$408,079
0.05% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,681
shares
|
$408,079
0.04% of portfolio
|
Q2 2025
Reduced 30.42%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,680
shares
|
$407,836
0.05% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
1,668
shares
|
$404,923
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
1,668
shares
|
$404,923
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,667
shares
|
$404,680
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
1,667
shares
|
$404,680
0.09% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
1,666
shares
|
$404,438
0.14% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$403,709
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,661
shares
|
$403,224
0.09% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
1,658
shares
|
$402,496
0.07% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
1,658
shares
|
$402,496
0.03% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
1,655
shares
|
$401,767
0.03% of portfolio
|
Q2 2025
Added 86.37%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
1,652
shares
|
$401,039
0.03% of portfolio
|
Q2 2025
Reduced 75.41%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,651
shares
|
$400,796
0.29% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
1,650
shares
|
$400,554
0.03% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$400,068
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
1,645
shares
|
$399,340
0.02% of portfolio
|
Q2 2025
Added 0.8%
|