Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,377 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
4,930
shares
|
$1.28 Million
0.82% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
May 12, 2025 Q1 2025 |
4,929
shares
|
$1.28 Million
0.2% of portfolio
|
Q1 2025
Reduced 96.25%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,921
shares
|
$1.28 Million
1.64% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
4,848
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
4,831
shares
|
$1.26 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
4,830
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
4,824
shares
|
$1.25 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
4,821
shares
|
$1.25 Million
1.08% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
4,808
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,801
shares
|
$1.25 Million
0.17% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
4,794
shares
|
$1.25 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,793
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.25 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,790
shares
|
$1.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
4,774
shares
|
$1.24 Million
0.29% of portfolio
|
Q1 2025
Added 140.14%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
4,771
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.75%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
4,761
shares
|
$1.24 Million
0.29% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,755
shares
|
$1.24 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
4,753
shares
|
$1.24 Million
0.97% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
4,749
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,737
shares
|
$1.23 Million
0.11% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
4,736
shares
|
$1.23 Million
0.7% of portfolio
|
Q1 2025
Added 127.15%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,736
shares
|
$1.23 Million
0.62% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,726
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,722
shares
|
$1.23 Million
0.37% of portfolio
|
Q1 2025
Reduced 10.31%
|