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 |
|---|---|---|---|---|---|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
385
shares
|
$101,482
0.06% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
377
shares
|
$99,373
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
377
shares
|
$99,373
0.04% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
367
shares
|
$96,737
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
362
shares
|
$95,419
0.01% of portfolio
|
Q2 2025
Reduced 90.47%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
361
shares
|
$95,155
0.07% of portfolio
|
Q2 2025
Added 71.09%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
358
shares
|
$94,365
0.02% of portfolio
|
Q2 2025
Added 33.58%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
352
shares
|
$92,783
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
351
shares
|
$92,520
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$92,256
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
348
shares
|
$91,729
0.02% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
347
shares
|
$91,465
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
336
shares
|
$88,566
0.01% of portfolio
|
Q1 2025
Added 164.57%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
333
shares
|
$87,775
0.02% of portfolio
|
Q1 2025
Added 88.14%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
333
shares
|
$87,775
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
331
shares
|
$87,248
0.01% of portfolio
|
Q4 2021
Added 231.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
327
shares
|
$86,193
0.03% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$85,403
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
323
shares
|
$85,139
0.02% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
322
shares
|
$84,875
0.04% of portfolio
|
Q2 2025
Added 195.41%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$84,348
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
319
shares
|
$84,085
0.01% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
314
shares
|
$82,767
0.02% of portfolio
|
Q2 2025
Added 60.2%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
311
shares
|
$81,976
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
309
shares
|
$81,449
0.07% of portfolio
|
Q3 2024
Reduced 44.72%
|