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 |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,138
shares
|
$305,791
0.24% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$304,985
0.11% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,134
shares
|
$304,717
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
1,130
shares
|
$303,642
0.27% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
1,126
shares
|
$302,567
0.04% of portfolio
|
Q4 2024
Reduced 39.17%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
1,125
shares
|
$302,298
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,120
shares
|
$300,955
0.05% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,120
shares
|
$300,955
0.25% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,118
shares
|
$300,417
0.15% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,117
shares
|
$300,149
0.04% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
1,114
shares
|
$299,342
0.2% of portfolio
|
Q4 2024
Reduced 17.11%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$299,342
0.24% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,112
shares
|
$298,805
0.28% of portfolio
|
Q1 2025
Added 66.97%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
1,112
shares
|
$298,805
0.32% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
1,111
shares
|
$298,536
0.03% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,110
shares
|
$298,268
0.04% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$297,193
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,106
shares
|
$297,193
0.17% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,105
shares
|
$296,924
0.11% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,105
shares
|
$296,924
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
1,102
shares
|
$296,118
0.06% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,100
shares
|
$295,581
0.12% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$295,581
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$295,581
1.74% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$295,581
0.1% of portfolio
|
Q4 2024
New holding
|