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 |
|---|---|---|---|---|---|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$79,076
0.04% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$79,076
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
300
shares
|
$79,076
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$78,549
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
292
shares
|
$76,968
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
283
shares
|
$74,595
0.03% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
277
shares
|
$73,014
0.04% of portfolio
|
Q1 2025
Added 78.71%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
276
shares
|
$72,750
0.01% of portfolio
|
Q1 2025
Added 236.59%
|
|
|
Marshall & Sullivan Inc
|
Jul 11, 2025 Q2 2025 |
275
shares
|
$72,487
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
271
shares
|
$71,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
269
shares
|
$70,905
0.01% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$70,114
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
263
shares
|
$69,324
0.03% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
261
shares
|
$68,796
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
260
shares
|
$68,533
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
248
shares
|
$65,370
0.09% of portfolio
|
Q1 2025
Reduced 93.66%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
247
shares
|
$65,106
0.01% of portfolio
|
Q1 2025
Reduced 89.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
238
shares
|
$62,734
0.03% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
235
shares
|
$61,943
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
231
shares
|
$60,889
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
230
shares
|
$60,625
0.02% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
223
shares
|
$58,780
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
222
shares
|
$58,516
0.01% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
222
shares
|
$58,516
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$57,462
0.05% of portfolio
|
Q4 2024
New holding
|