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 |
|---|---|---|---|---|---|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,270
shares
|
$341,261
0.09% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Sitrin Capital Management LLC
|
Apr 28, 2025 Q1 2025 |
1,266
shares
|
$340,186
0.19% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,263
shares
|
$339,380
0.16% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,262
shares
|
$339,112
0.04% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,261
shares
|
$338,843
0.15% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
1,260
shares
|
$338,574
0.15% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,258
shares
|
$338,037
0.15% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,257
shares
|
$337,768
0.18% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$336,693
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,251
shares
|
$336,156
0.08% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$335,618
0.14% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,247
shares
|
$335,081
0.04% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,243
shares
|
$334,006
0.08% of portfolio
|
Q1 2025
Added 44.7%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
1,243
shares
|
$334,006
0.15% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,242
shares
|
$333,737
0.21% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,240
shares
|
$333,200
0.04% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
1,240
shares
|
$333,200
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,238
shares
|
$332,662
0.16% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,237
shares
|
$332,394
0.01% of portfolio
|
Q4 2024
Added 39.62%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
1,234
shares
|
$331,588
0.37% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,232
shares
|
$331,050
0.11% of portfolio
|
Q4 2024
Added 10166.67%
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,230
shares
|
$330,513
0.13% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
New England Research & Management, Inc.
|
Apr 16, 2025 Q1 2025 |
1,230
shares
|
$330,513
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
1,230
shares
|
$330,513
0.19% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
1,228
shares
|
$329,975
0.02% of portfolio
|
Q4 2024
Reduced 24.1%
|