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 |
|---|---|---|---|---|---|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
1,942
shares
|
$526,126
0.54% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
1,940
shares
|
$525,584
0.28% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,935
shares
|
$524,230
0.1% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
1,933
shares
|
$523,688
0.26% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,931
shares
|
$523,146
0.08% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,928
shares
|
$522,333
0.27% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
May 09, 2025 Q1 2025 |
1,928
shares
|
$522,333
0.2% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
1,927
shares
|
$522,062
0.11% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,926
shares
|
$521,791
0.24% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$521,521
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
1,919
shares
|
$519,895
0.11% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,918
shares
|
$519,624
0.03% of portfolio
|
Q1 2025
Reduced 90.69%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
1,917
shares
|
$519,353
0.29% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$518,540
0.15% of portfolio
|
Q4 2022
Added 15.02%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
1,914
shares
|
$518,540
0.13% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
1,914
shares
|
$518,540
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
1,908
shares
|
$516,915
0.05% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,908
shares
|
$516,915
0.19% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
1,908
shares
|
$516,915
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
1,907
shares
|
$516,644
0.29% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
1,907
shares
|
$516,644
0.11% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
1,906
shares
|
$516,373
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
1,902
shares
|
$515,289
0.5% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,894
shares
|
$513,122
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,889
shares
|
$511,767
0.19% of portfolio
|
Q1 2025
Added 1.61%
|