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 |
|---|---|---|---|---|---|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
1,260
shares
|
$341,359
0.15% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,257
shares
|
$340,546
0.18% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
1,255
shares
|
$340,004
0.16% of portfolio
|
Q1 2025
Added 23.04%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,252
shares
|
$339,191
0.03% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,251
shares
|
$338,920
0.08% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
1,251
shares
|
$338,920
0.28% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
1,251
shares
|
$338,920
0.28% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,249
shares
|
$338,379
0.11% of portfolio
|
Q1 2025
Added 105.09%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,249
shares
|
$338,379
0.01% of portfolio
|
Q1 2025
Reduced 59.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1,247
shares
|
$337,837
0.04% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
1,246
shares
|
$337,566
0.04% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,243
shares
|
$336,753
0.08% of portfolio
|
Q1 2025
Added 44.7%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
May 15, 2025 Q1 2025 |
1,243
shares
|
$336,753
0.05% of portfolio
|
Q1 2025
Reduced 53.53%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 28, 2025 Q1 2025 |
1,243
shares
|
$336,753
0.15% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,243
shares
|
$336,753
0.16% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,241
shares
|
$336,211
0.13% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,240
shares
|
$335,940
0.04% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
1,240
shares
|
$335,940
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,239
shares
|
$335,669
0.26% of portfolio
|
Q1 2025
Added 38.28%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,238
shares
|
$335,398
0.21% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
1,238
shares
|
$335,398
0.16% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,237
shares
|
$335,128
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
1,234
shares
|
$334,315
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
1,230
shares
|
$333,231
0.13% of portfolio
|
Q1 2025
Reduced 17.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
1,230
shares
|
$333,231
0.1% of portfolio
|
Q2 2025
Reduced 44.07%
|