Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 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 |
|---|---|---|---|---|---|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
1,234
shares
|
$334,315
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,230
shares
|
$333,231
0.13% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,230
shares
|
$333,231
0.1% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
1,230
shares
|
$333,231
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
1,227
shares
|
$332,418
0.33% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,224
shares
|
$331,606
0.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
1,223
shares
|
$331,335
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,222
shares
|
$331,064
0.11% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
1,222
shares
|
$331,064
0.19% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,220
shares
|
$330,522
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,217
shares
|
$329,709
0.38% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
1,216
shares
|
$329,438
0.09% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$328,896
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
1,212
shares
|
$328,355
0.04% of portfolio
|
Q1 2025
Reduced 49.05%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
1,208
shares
|
$327,271
0.06% of portfolio
|
Q1 2025
Added 94.21%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
1,207
shares
|
$327,000
0.12% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
1,203
shares
|
$325,916
0.02% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,197
shares
|
$324,291
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
1,197
shares
|
$324,291
0.11% of portfolio
|
Q1 2025
Added 27.21%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
1,195
shares
|
$323,749
0.23% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,193
shares
|
$323,207
0.03% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
1,192
shares
|
$322,936
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
1,190
shares
|
$322,394
0.2% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,189
shares
|
$322,123
0.05% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
1,189
shares
|
$322,123
0.19% of portfolio
|
Q1 2025
Added 3.84%
|