Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,363 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 $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,140
shares
|
$308,848
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
1,138
shares
|
$308,306
0.01% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,138
shares
|
$308,306
0.24% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$307,494
0.11% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
1,127
shares
|
$305,326
0.22% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
1,126
shares
|
$305,055
0.05% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,126
shares
|
$305,055
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
1,125
shares
|
$304,785
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
1,125
shares
|
$304,785
0.08% of portfolio
|
Q1 2025
Reduced 77.81%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
1,122
shares
|
$303,972
0.06% of portfolio
|
Q1 2025
Reduced 83.61%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,120
shares
|
$303,430
0.14% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,118
shares
|
$302,888
0.15% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,117
shares
|
$302,617
0.04% of portfolio
|
Q1 2025
Added 45.63%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
1,112
shares
|
$301,263
0.15% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,112
shares
|
$301,263
0.28% of portfolio
|
Q1 2025
Added 66.97%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
1,112
shares
|
$301,263
0.32% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,111
shares
|
$300,992
0.02% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
1,111
shares
|
$300,992
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,110
shares
|
$300,721
0.04% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$299,637
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,106
shares
|
$299,637
0.04% of portfolio
|
Q1 2025
Reduced 55.2%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
1,106
shares
|
$299,637
0.12% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,105
shares
|
$299,366
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
1,100
shares
|
$298,012
0.12% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
1,100
shares
|
$298,012
0.03% of portfolio
|
Q3 2024
New holding
|