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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$19,769
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$19,769
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
73
shares
|
$19,242
0.0% of portfolio
|
Q1 2025
Added 180.77%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
73
shares
|
$19,242
0.01% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
71
shares
|
$18,714
0.02% of portfolio
|
Q1 2025
Reduced 24.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
70
shares
|
$18,451
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
70
shares
|
$18,451
0.01% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
68
shares
|
$17,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
61
shares
|
$16,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$15,815
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$15,815
0.01% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
60
shares
|
$15,815
0.01% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$15,815
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
60
shares
|
$15,815
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
58
shares
|
$15,288
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$15,024
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
57
shares
|
$15,024
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
57
shares
|
$15,024
0.01% of portfolio
|
Q2 2025
Reduced 97.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
56
shares
|
$14,761
0.01% of portfolio
|
Q1 2025
Added 107.41%
|
|
|
Park Circle CO
|
May 09, 2025 Q1 2025 |
54
shares
|
$14,233
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
54
shares
|
$14,233
0.01% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
53
shares
|
$13,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
53
shares
|
$13,970
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$13,179
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
50
shares
|
$13,179
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|