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 |
|---|---|---|---|---|---|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
1,100
shares
|
$298,012
1.74% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,097
shares
|
$297,199
0.01% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,092
shares
|
$295,844
0.06% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,091
shares
|
$295,573
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
1,090
shares
|
$295,302
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
1,089
shares
|
$295,031
0.03% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
1,088
shares
|
$294,760
0.17% of portfolio
|
Q1 2025
Reduced 94.56%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
1,085
shares
|
$293,948
0.11% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,084
shares
|
$293,677
0.0% of portfolio
|
Q1 2025
Added 2363.64%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
1,082
shares
|
$293,135
0.13% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,081
shares
|
$292,864
0.18% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
1,080
shares
|
$292,593
0.03% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,077
shares
|
$291,780
0.03% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
1,074
shares
|
$290,968
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$290,426
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$290,155
0.76% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,069
shares
|
$289,613
0.02% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,066
shares
|
$288,800
0.02% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
May 08, 2025 Q1 2025 |
1,066
shares
|
$288,800
0.2% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
1,063
shares
|
$287,987
0.01% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
1,062
shares
|
$287,717
0.14% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
1,061
shares
|
$287,446
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
1,060
shares
|
$287,175
0.14% of portfolio
|
Q1 2025
Reduced 52.85%
|
|
|
Northeast Investment Management
|
Apr 15, 2025 Q1 2025 |
1,059
shares
|
$286,904
0.01% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Edge Rock Capital LLC
|
Apr 15, 2025 Q1 2025 |
1,057
shares
|
$286,362
0.21% of portfolio
|
Q1 2025
Reduced 4.08%
|