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 |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$55,353
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
209
shares
|
$55,090
0.04% of portfolio
|
Q1 2025
Added 344.68%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$54,826
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
206
shares
|
$54,299
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
205
shares
|
$54,035
0.02% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
205
shares
|
$54,035
0.04% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
202
shares
|
$53,245
0.01% of portfolio
|
Q1 2025
Added 477.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$52,717
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
200
shares
|
$52,717
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
200
shares
|
$52,717
0.02% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
200
shares
|
$52,717
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
200
shares
|
$52,717
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
196
shares
|
$51,663
0.02% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
196
shares
|
$51,663
0.01% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
195
shares
|
$51,400
0.04% of portfolio
|
Q1 2025
Added 13.85%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
190
shares
|
$50,082
0.04% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
188
shares
|
$49,554
0.01% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
187
shares
|
$49,291
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
182
shares
|
$47,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
182
shares
|
$47,973
0.02% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
180
shares
|
$47,446
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
179
shares
|
$47,182
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
176
shares
|
$46,391
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
174
shares
|
$45,864
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
172
shares
|
$45,337
0.03% of portfolio
|
Q1 2025
Added 177.42%
|