Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,379 institutions that hold shares in the stock, with a total of 753 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 |
|---|---|---|---|---|---|
|
Sage Advisors, LLC
Boulder, CO |
Apr 25, 2025 Q1 2025 |
1,336
shares
|
$358,996
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
1,332
shares
|
$357,921
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
1,331
shares
|
$357,653
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
1,328
shares
|
$356,846
0.19% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,324
shares
|
$355,772
0.24% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$354,428
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,319
shares
|
$354,428
0.02% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
1,319
shares
|
$354,428
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
1,312
shares
|
$352,547
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
1,307
shares
|
$351,203
0.15% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,304
shares
|
$350,397
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$349,323
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
West Tower Group, LLC
Richmond, VA |
Feb 10, 2025 Q4 2024 |
1,300
shares
|
$349,323
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
1,299
shares
|
$349,054
0.05% of portfolio
|
Q1 2025
Added 38.04%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,290
shares
|
$346,635
0.05% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,290
shares
|
$346,635
0.26% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,289
shares
|
$346,367
0.13% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
1,288
shares
|
$346,098
0.05% of portfolio
|
Q1 2025
Added 15.41%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Mar 21, 2025 Q4 2024 |
1,288
shares
|
$346,098
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$345,561
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$345,023
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$345,023
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
1,281
shares
|
$344,217
0.09% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
1,274
shares
|
$342,336
0.06% of portfolio
|
Q1 2025
Added 21.56%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,274
shares
|
$342,336
0.1% of portfolio
|
Q4 2024
Added 4.26%
|