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 |
|---|---|---|---|---|---|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
1,643
shares
|
$398,854
0.32% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$398,611
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
1,641
shares
|
$398,369
0.04% of portfolio
|
Q2 2025
Reduced 13.99%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
1,637
shares
|
$397,398
0.25% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,636
shares
|
$397,155
0.11% of portfolio
|
Q1 2025
Added 54.05%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,634
shares
|
$396,669
0.14% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,633
shares
|
$396,427
0.15% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
1,627
shares
|
$394,970
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,616
shares
|
$392,300
0.3% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,613
shares
|
$391,571
0.45% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
1,608
shares
|
$390,358
0.19% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
1,604
shares
|
$389,387
0.1% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,602
shares
|
$388,901
0.12% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
1,597
shares
|
$387,687
0.06% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
1,595
shares
|
$387,202
0.13% of portfolio
|
Q2 2025
Added 37.98%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,590
shares
|
$385,988
0.01% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
1,590
shares
|
$385,988
0.15% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
1,588
shares
|
$385,502
0.09% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
1,586
shares
|
$385,017
0.04% of portfolio
|
N/A
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
1,582
shares
|
$384,046
0.02% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
1,580
shares
|
$383,560
0.34% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Aug 05, 2025 Q2 2025 |
1,575
shares
|
$382,347
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
1,570
shares
|
$381,133
0.07% of portfolio
|
Q2 2025
Reduced 76.1%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
1,568
shares
|
$380,647
0.12% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,567
shares
|
$380,404
0.16% of portfolio
|
Q2 2025
Added 156.89%
|