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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
880
shares
|
$238,409
0.07% of portfolio
|
Q2 2025
Reduced 83.21%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
May 12, 2025 Q1 2025 |
876
shares
|
$237,325
0.13% of portfolio
|
Q1 2025
Added 10.89%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
873
shares
|
$236,513
0.0% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
873
shares
|
$236,513
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
May 06, 2025 Q1 2025 |
872
shares
|
$236,242
0.16% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
871
shares
|
$235,971
0.02% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
871
shares
|
$235,971
0.33% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
870
shares
|
$235,700
0.04% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
869
shares
|
$235,429
0.0% of portfolio
|
Q1 2025
Added 27.79%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
867
shares
|
$234,887
0.06% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
867
shares
|
$234,887
0.1% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
866
shares
|
$234,616
0.04% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
866
shares
|
$234,616
0.14% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
862
shares
|
$233,533
0.2% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
862
shares
|
$233,533
0.22% of portfolio
|
Q1 2025
Added 13.87%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
860
shares
|
$232,991
0.04% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
859
shares
|
$232,720
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
858
shares
|
$232,449
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
856
shares
|
$231,907
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$231,094
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
853
shares
|
$231,094
0.11% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
852
shares
|
$230,823
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$230,823
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
852
shares
|
$230,823
0.23% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
851
shares
|
$230,552
0.1% of portfolio
|
Q2 2025
Added 0.59%
|