Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,385 institutions that hold shares in the stock, with a total of 766 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
623
shares
|
$164,216
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$162,371
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
610
shares
|
$160,789
0.07% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
607
shares
|
$159,999
0.02% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
600
shares
|
$158,153
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
599
shares
|
$157,890
0.13% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
596
shares
|
$157,099
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
591
shares
|
$155,781
0.77% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$154,990
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
583
shares
|
$153,672
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
572
shares
|
$150,773
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
571
shares
|
$150,509
0.01% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
557
shares
|
$146,819
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
551
shares
|
$145,238
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$139,439
0.01% of portfolio
|
Q3 2021
Added 12.71%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
520
shares
|
$137,066
0.01% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
518
shares
|
$136,539
0.03% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
509
shares
|
$134,167
0.09% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
508
shares
|
$133,903
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
506
shares
|
$133,376
0.11% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$133,112
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$133,112
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$131,795
0.06% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
486
shares
|
$128,104
0.07% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
485
shares
|
$127,841
0.02% of portfolio
|
Q2 2025
Reduced 0.41%
|