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 |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
81
shares
|
$21,944
0.02% of portfolio
|
Q2 2025
Reduced 92.61%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$21,673
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
80
shares
|
$21,673
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
May 12, 2025 Q1 2025 |
77
shares
|
$20,860
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
77
shares
|
$20,860
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$20,319
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$20,319
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
73
shares
|
$19,777
0.0% of portfolio
|
Q1 2025
Added 180.77%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
73
shares
|
$19,777
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
71
shares
|
$19,235
0.02% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
70
shares
|
$18,964
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
70
shares
|
$18,964
0.01% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
68
shares
|
$18,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
67
shares
|
$18,151
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
61
shares
|
$16,526
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$16,255
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$16,255
0.01% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
60
shares
|
$16,255
0.01% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$16,255
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
60
shares
|
$16,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
58
shares
|
$15,713
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$15,442
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
57
shares
|
$15,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
56
shares
|
$15,171
0.01% of portfolio
|
Q1 2025
Added 107.41%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
54
shares
|
$14,629
0.01% of portfolio
|
Q3 2021
New holding
|