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 |
|---|---|---|---|---|---|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
1,227
shares
|
$329,707
0.33% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,224
shares
|
$328,901
0.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
1,223
shares
|
$328,632
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
1,222
shares
|
$328,363
0.11% of portfolio
|
Q1 2025
Reduced 25.03%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
1,222
shares
|
$328,363
0.19% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,220
shares
|
$327,826
0.17% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,220
shares
|
$327,826
0.04% of portfolio
|
Q4 2024
Reduced 70.95%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,220
shares
|
$327,826
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,217
shares
|
$327,020
0.38% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
1,215
shares
|
$326,482
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$326,213
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,204
shares
|
$323,526
0.01% of portfolio
|
Q4 2024
Added 54.76%
|
|
|
First National Bank Sioux Falls
|
Apr 14, 2025 Q1 2025 |
1,200
shares
|
$322,452
0.13% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,199
shares
|
$322,183
0.2% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
1,195
shares
|
$321,108
0.23% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,193
shares
|
$320,571
0.03% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
1,190
shares
|
$319,764
0.21% of portfolio
|
Q4 2024
Added 15.09%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
1,189
shares
|
$319,496
0.05% of portfolio
|
Q1 2025
Added 20.22%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,183
shares
|
$317,883
0.06% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
1,181
shares
|
$317,346
0.15% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Apr 14, 2025 Q1 2025 |
1,181
shares
|
$317,346
0.06% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,180
shares
|
$317,077
0.17% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,178
shares
|
$316,540
0.06% of portfolio
|
Q1 2025
Added 50.64%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,176
shares
|
$316,002
0.06% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,173
shares
|
$315,196
0.01% of portfolio
|
Q1 2025
Added 10.87%
|