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 |
|---|---|---|---|---|---|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
34
shares
|
$8,962
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$8,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
32
shares
|
$8,434
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$8,171
0.0% of portfolio
|
Q2 2025
Reduced 97.67%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
31
shares
|
$8,171
0.0% of portfolio
|
Q1 2025
Reduced 83.94%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
31
shares
|
$8,171
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
31
shares
|
$8,171
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
30
shares
|
$7,907
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$7,644
0.0% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
29
shares
|
$7,644
0.0% of portfolio
|
Q2 2025
Reduced 91.05%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
28
shares
|
$7,380
0.0% of portfolio
|
Q2 2025
Added 47.37%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$7,380
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
28
shares
|
$7,380
0.0% of portfolio
|
Q2 2024
Added 48214.29%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
26
shares
|
$6,853
0.0% of portfolio
|
Q3 2024
Added 188.89%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
25
shares
|
$6,589
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
25
shares
|
$6,589
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$6,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
22
shares
|
$5,798
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$5,535
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$5,271
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
19
shares
|
$5,008
0.3% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
19
shares
|
$5,008
0.0% of portfolio
|
Q1 2025
Reduced 62.75%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
18
shares
|
$4,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
18
shares
|
$4,744
0.0% of portfolio
|
Q1 2025
Added 20755.56%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
17
shares
|
$4,481
0.0% of portfolio
|
Q4 2024
New holding
|