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 |
|---|---|---|---|---|---|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
1,182
shares
|
$320,227
0.11% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
1,182
shares
|
$320,227
0.16% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
1,181
shares
|
$319,956
0.15% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,181
shares
|
$319,956
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,178
shares
|
$319,143
0.06% of portfolio
|
Q1 2025
Added 50.64%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,175
shares
|
$318,331
0.26% of portfolio
|
Q2 2025
Added 58.78%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,173
shares
|
$317,789
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
1,173
shares
|
$317,789
0.11% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,169
shares
|
$316,705
0.06% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,169
shares
|
$316,705
0.16% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
1,168
shares
|
$316,434
0.08% of portfolio
|
Q1 2025
Reduced 94.82%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Jul 09, 2025 Q2 2025 |
1,168
shares
|
$316,434
0.17% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,167
shares
|
$316,163
0.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,166
shares
|
$315,892
0.08% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$315,350
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,158
shares
|
$313,725
0.11% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
1,157
shares
|
$313,454
0.16% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,156
shares
|
$313,183
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
1,156
shares
|
$313,183
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,155
shares
|
$312,912
0.06% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$311,558
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
1,150
shares
|
$311,558
0.22% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,146
shares
|
$310,474
0.13% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,145
shares
|
$310,203
0.13% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
1,144
shares
|
$309,932
0.07% of portfolio
|
Q1 2025
Reduced 10.2%
|