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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
1,525
shares
|
$370,209
0.1% of portfolio
|
Q2 2025
Reduced 44.48%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
1,525
shares
|
$370,209
0.27% of portfolio
|
Q1 2023
Reduced 51.2%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,521
shares
|
$369,237
0.05% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
1,514
shares
|
$367,538
0.18% of portfolio
|
Q2 2025
Added 20.64%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
1,509
shares
|
$366,324
0.42% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Harbor Advisors LLC
|
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$364,140
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$364,140
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,499
shares
|
$363,897
0.05% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,494
shares
|
$362,683
0.04% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 14, 2025 Q2 2025 |
1,491
shares
|
$361,955
0.17% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
1,485
shares
|
$360,498
0.2% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,485
shares
|
$360,498
0.15% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
1,485
shares
|
$360,498
0.2% of portfolio
|
Q2 2025
Added 285.71%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
1,484
shares
|
$360,255
0.04% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,483
shares
|
$360,013
0.04% of portfolio
|
Q2 2025
Reduced 31.56%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,480
shares
|
$359,284
0.07% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,471
shares
|
$357,099
0.02% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
1,466
shares
|
$355,886
0.02% of portfolio
|
Q2 2025
Added 95.99%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$354,186
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
1,458
shares
|
$353,944
0.1% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
1,454
shares
|
$352,973
0.2% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
1,453
shares
|
$352,730
0.32% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$352,002
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
1,448
shares
|
$351,516
0.12% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
1,448
shares
|
$351,516
0.07% of portfolio
|
Q2 2025
Added 32.6%
|