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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,028
shares
|
$276,233
0.31% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
1,028
shares
|
$276,233
0.04% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,028
shares
|
$276,233
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,027
shares
|
$275,965
0.11% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,027
shares
|
$275,965
0.19% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,026
shares
|
$275,696
0.06% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,024
shares
|
$275,159
0.09% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,022
shares
|
$274,621
0.17% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,020
shares
|
$274,084
0.16% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,020
shares
|
$274,084
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,018
shares
|
$273,546
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$273,546
0.31% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
1,017
shares
|
$273,278
0.1% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,017
shares
|
$273,278
0.06% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
1,013
shares
|
$272,203
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,013
shares
|
$272,203
0.11% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,012
shares
|
$271,934
0.08% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
1,009
shares
|
$271,128
0.0% of portfolio
|
Q1 2025
Added 1610.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
1,006
shares
|
$270,322
0.31% of portfolio
|
Q4 2024
Reduced 33.38%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,005
shares
|
$270,053
0.05% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$268,710
0.12% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$268,710
0.04% of portfolio
|
Q4 2024
Reduced 98.5%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
998
shares
|
$268,172
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
996
shares
|
$267,635
0.08% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
993
shares
|
$266,829
0.23% of portfolio
|
Q3 2024
Reduced 0.7%
|