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 |
|---|---|---|---|---|---|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,173
shares
|
$315,196
0.01% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Dempze Nancy E
|
Feb 12, 2025 Q4 2024 |
1,170
shares
|
$314,390
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,169
shares
|
$314,121
0.06% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
1,169
shares
|
$314,121
0.16% of portfolio
|
Q1 2025
Added 12.84%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
1,169
shares
|
$314,121
0.85% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Apr 14, 2025 Q1 2025 |
1,168
shares
|
$313,853
0.2% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,167
shares
|
$313,584
0.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,166
shares
|
$313,315
0.08% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$312,778
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,158
shares
|
$311,166
0.13% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
1,158
shares
|
$311,166
0.12% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
1,157
shares
|
$310,897
0.16% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
1,156
shares
|
$310,628
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
1,156
shares
|
$310,628
0.12% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,155
shares
|
$310,360
0.06% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$309,016
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
1,149
shares
|
$308,747
0.18% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,148
shares
|
$308,479
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,146
shares
|
$307,941
0.13% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
1,145
shares
|
$307,672
0.13% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
1,145
shares
|
$307,672
0.22% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,144
shares
|
$307,404
0.1% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
1,140
shares
|
$306,329
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,140
shares
|
$306,329
0.05% of portfolio
|
Q2 2024
Reduced 29.54%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,138
shares
|
$305,791
0.01% of portfolio
|
Q1 2025
Added 7.36%
|