Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,361 institutions that hold shares in the stock, with a total of 767 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,307
shares
|
$354,092
0.15% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
1,304
shares
|
$353,279
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
1,304
shares
|
$353,279
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,304
shares
|
$353,279
0.24% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$352,196
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,299
shares
|
$351,925
0.05% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
1,292
shares
|
$350,028
0.1% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,288
shares
|
$348,944
0.05% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$348,403
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
1,285
shares
|
$348,132
0.19% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$347,861
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
1,284
shares
|
$347,861
0.1% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,281
shares
|
$347,048
0.11% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
1,281
shares
|
$347,048
0.09% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
1,274
shares
|
$345,152
0.06% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
1,273
shares
|
$344,881
0.05% of portfolio
|
Q1 2025
Reduced 62.24%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
1,272
shares
|
$344,610
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
1,270
shares
|
$344,068
0.27% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
1,269
shares
|
$343,797
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
1,269
shares
|
$343,797
0.32% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,266
shares
|
$342,984
0.19% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
1,266
shares
|
$342,984
0.33% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$342,171
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,262
shares
|
$341,901
0.04% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
1,262
shares
|
$341,901
0.03% of portfolio
|
Q2 2025
Added 38.23%
|