Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,361 institutions that hold shares in the stock, with a total of 767 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
1,380
shares
|
$373,869
0.06% of portfolio
|
Q1 2025
Added 30.81%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$373,869
0.09% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$373,598
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,376
shares
|
$372,785
0.04% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,372
shares
|
$371,702
0.28% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
1,367
shares
|
$370,347
0.04% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
1,367
shares
|
$370,347
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
1,367
shares
|
$370,347
0.16% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
1,364
shares
|
$369,534
0.14% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,354
shares
|
$366,825
0.05% of portfolio
|
Q1 2025
Added 14.45%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,349
shares
|
$365,471
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,349
shares
|
$365,471
0.02% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$362,490
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
1,336
shares
|
$361,949
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
1,334
shares
|
$361,407
0.01% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
1,332
shares
|
$360,865
0.09% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
1,331
shares
|
$360,594
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,330
shares
|
$360,323
0.05% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,328
shares
|
$359,781
0.19% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$357,343
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
1,319
shares
|
$357,343
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,319
shares
|
$357,343
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,318
shares
|
$357,072
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,312
shares
|
$355,447
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2025 Q1 2025 |
1,311
shares
|
$355,176
0.29% of portfolio
|
Q1 2025
Reduced 2.6%
|