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 |
|---|---|---|---|---|---|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
4,291
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2025
Reduced 70.99%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,288
shares
|
$1.16 Million
0.62% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
4,288
shares
|
$1.16 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,283
shares
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,254
shares
|
$1.15 Million
0.31% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,252
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2025
Added 50.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.15 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,245
shares
|
$1.15 Million
0.09% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.15 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.15 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,227
shares
|
$1.15 Million
0.16% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,223
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,223
shares
|
$1.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
4,216
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,211
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,206
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
4,205
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,202
shares
|
$1.14 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
4,199
shares
|
$1.14 Million
0.36% of portfolio
|
Q2 2025
Added 32.59%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,191
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
4,188
shares
|
$1.13 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
4,186
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.98%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,181
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Added 61.3%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,176
shares
|
$1.13 Million
0.04% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
4,175
shares
|
$1.13 Million
1.38% of portfolio
|
Q1 2025
Added 0.72%
|