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 |
|---|---|---|---|---|---|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
1,023
shares
|
$277,151
0.05% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
1,022
shares
|
$276,880
0.17% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,020
shares
|
$276,338
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,020
shares
|
$276,338
0.08% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$275,796
0.31% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
1,018
shares
|
$275,796
0.04% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,017
shares
|
$275,525
0.06% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,015
shares
|
$274,983
0.05% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
1,013
shares
|
$274,441
0.11% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,012
shares
|
$274,171
0.08% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Aegon Asset Management Uk PLC
|
Apr 10, 2025 Q1 2025 |
1,009
shares
|
$273,358
0.0% of portfolio
|
Q1 2025
Added 1610.17%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,006
shares
|
$272,545
0.25% of portfolio
|
Q4 2024
Reduced 33.38%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,001
shares
|
$271,190
0.02% of portfolio
|
Q1 2025
Reduced 44.42%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
1,001
shares
|
$271,190
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$270,920
0.12% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
1,000
shares
|
$270,920
0.25% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
999
shares
|
$270,649
0.09% of portfolio
|
Q2 2025
Reduced 72.98%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
998
shares
|
$270,378
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
995
shares
|
$269,565
0.1% of portfolio
|
Q1 2025
Reduced 76.29%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
994
shares
|
$269,294
0.04% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
987
shares
|
$267,398
0.12% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
986
shares
|
$267,127
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
986
shares
|
$267,127
0.04% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
986
shares
|
$267,127
0.04% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
985
shares
|
$266,856
0.09% of portfolio
|
Q1 2025
Added 10.18%
|