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 |
|---|---|---|---|---|---|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
485
shares
|
$129,834
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
484
shares
|
$129,566
0.12% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
478
shares
|
$127,960
0.14% of portfolio
|
Q1 2025
Added 54.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
473
shares
|
$126,622
0.03% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
469
shares
|
$125,551
0.03% of portfolio
|
Q1 2025
Added 1134.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
469
shares
|
$125,551
0.06% of portfolio
|
Q1 2025
Added 81.78%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
463
shares
|
$123,945
0.05% of portfolio
|
Q2 2025
Added 76.05%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
462
shares
|
$123,677
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
453
shares
|
$121,268
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
453
shares
|
$121,268
0.09% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
449
shares
|
$120,197
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
442
shares
|
$118,323
0.04% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
437
shares
|
$116,984
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
423
shares
|
$113,237
0.04% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
422
shares
|
$112,969
0.04% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
411
shares
|
$110,024
0.01% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$109,757
0.01% of portfolio
|
Q2 2024
Added 77.49%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
408
shares
|
$109,221
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
403
shares
|
$107,883
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
400
shares
|
$107,080
0.05% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
400
shares
|
$107,080
0.06% of portfolio
|
Q1 2025
Added 614.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
398
shares
|
$106,544
0.01% of portfolio
|
Q4 2024
Reduced 54.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
395
shares
|
$105,741
0.01% of portfolio
|
Q2 2023
Reduced 27.66%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
395
shares
|
$105,741
0.05% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
388
shares
|
$103,867
0.01% of portfolio
|
Q1 2025
Added 5.72%
|