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 |
|---|---|---|---|---|---|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
118
shares
|
$31,103
0.01% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
117
shares
|
$30,840
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$30,840
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
117
shares
|
$30,840
0.01% of portfolio
|
Q2 2025
Reduced 29.94%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
116
shares
|
$30,576
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116
shares
|
$30,576
0.01% of portfolio
|
Q2 2025
Added 383.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$30,576
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
114
shares
|
$30,049
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$29,785
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
113
shares
|
$29,785
0.01% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
112
shares
|
$29,522
0.0% of portfolio
|
Q1 2025
Added 314.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
110
shares
|
$28,994
0.02% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
110
shares
|
$28,994
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
110
shares
|
$28,994
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
110
shares
|
$28,994
0.03% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$28,731
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
108
shares
|
$28,467
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$27,676
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
105
shares
|
$27,676
0.01% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
103
shares
|
$27,149
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
100
shares
|
$26,358
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$26,358
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$26,358
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
100
shares
|
$26,358
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
100
shares
|
$26,358
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|