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 |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
1,055
shares
|
$285,820
0.13% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,053
shares
|
$285,278
0.01% of portfolio
|
Q1 2025
Added 45.04%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
1,051
shares
|
$284,736
0.05% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
1,050
shares
|
$284,466
0.15% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,049
shares
|
$284,195
0.13% of portfolio
|
Q1 2025
Added 30.8%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,048
shares
|
$283,924
0.07% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$283,653
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,045
shares
|
$283,111
0.14% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,044
shares
|
$282,840
0.07% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Jul 08, 2025 Q2 2025 |
1,043
shares
|
$282,569
0.51% of portfolio
|
Q2 2025
Reduced 94.71%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
1,042
shares
|
$282,298
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
1,041
shares
|
$282,027
0.09% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
1,041
shares
|
$282,027
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
1,041
shares
|
$282,027
0.08% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,039
shares
|
$281,485
0.15% of portfolio
|
Q1 2025
Added 37.8%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1,036
shares
|
$280,673
0.02% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
1,034
shares
|
$280,131
0.15% of portfolio
|
Q1 2025
Added 39.17%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,030
shares
|
$279,047
0.1% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
1,030
shares
|
$279,047
0.18% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
1,027
shares
|
$278,234
0.26% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
1,027
shares
|
$278,234
0.19% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
1,026
shares
|
$277,963
0.09% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,025
shares
|
$277,693
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
1,025
shares
|
$277,693
0.03% of portfolio
|
Q1 2025
Added 14.65%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,024
shares
|
$277,422
0.09% of portfolio
|
Q1 2025
Reduced 15.58%
|