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 |
|---|---|---|---|---|---|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
1,565
shares
|
$379,919
0.37% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
1,562
shares
|
$379,191
0.44% of portfolio
|
Q2 2025
Added 28.35%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
1,561
shares
|
$378,948
0.16% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
1,560
shares
|
$378,705
0.05% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
1,555
shares
|
$377,491
0.29% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
1,555
shares
|
$377,491
0.55% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
1,554
shares
|
$377,249
0.02% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$377,006
0.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$376,763
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
1,549
shares
|
$376,035
0.28% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,546
shares
|
$375,306
0.32% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
1,545
shares
|
$375,064
0.29% of portfolio
|
Q2 2025
Added 12.61%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
1,544
shares
|
$374,821
0.33% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,543
shares
|
$374,578
0.12% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
1,543
shares
|
$374,578
0.33% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
1,540
shares
|
$373,850
0.11% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
1,538
shares
|
$373,364
0.04% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
1,537
shares
|
$373,122
0.03% of portfolio
|
Q2 2025
Added 12.44%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,535
shares
|
$372,636
0.16% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
1,535
shares
|
$372,636
0.16% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
1,533
shares
|
$372,151
0.2% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,531
shares
|
$371,665
0.16% of portfolio
|
Q1 2025
Added 43.62%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,530
shares
|
$371,422
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$371,422
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
1,530
shares
|
$371,422
0.35% of portfolio
|
Q1 2025
Added 2.0%
|