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 |
|---|---|---|---|---|---|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
986
shares
|
$264,948
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
986
shares
|
$264,948
0.04% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
985
shares
|
$264,679
0.09% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jan 17, 2025 Q4 2024 |
985
shares
|
$264,679
0.11% of portfolio
|
Q4 2024
Reduced 89.38%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
983
shares
|
$264,141
0.06% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
978
shares
|
$262,798
0.07% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Clifford Group, LLC
Wayland, MA |
Feb 12, 2025 Q4 2024 |
977
shares
|
$262,529
0.25% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
976
shares
|
$262,260
0.21% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
976
shares
|
$262,260
0.09% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
976
shares
|
$262,260
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
975
shares
|
$261,992
0.07% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
975
shares
|
$261,992
0.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
971
shares
|
$260,917
0.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
970
shares
|
$260,648
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
970
shares
|
$260,648
0.22% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
969
shares
|
$260,379
0.07% of portfolio
|
Q4 2024
Reduced 13.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
969
shares
|
$260,379
0.08% of portfolio
|
Q1 2025
Reduced 73.75%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
962
shares
|
$258,499
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
962
shares
|
$258,499
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
961
shares
|
$258,230
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
960
shares
|
$257,961
0.05% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
960
shares
|
$257,961
0.02% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
959
shares
|
$257,692
0.14% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
958
shares
|
$257,424
0.04% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
958
shares
|
$257,424
0.17% of portfolio
|
Q1 2025
Added 0.95%
|