Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,363 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 $207 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
983
shares
|
$265,213
0.06% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
978
shares
|
$263,864
0.19% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
976
shares
|
$263,324
0.21% of portfolio
|
Q1 2025
Reduced 99.52%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
975
shares
|
$263,055
0.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
972
shares
|
$262,245
0.09% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
971
shares
|
$261,975
0.09% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
970
shares
|
$261,706
0.08% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
970
shares
|
$261,706
0.22% of portfolio
|
Q4 2024
Reduced 78.57%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
969
shares
|
$261,436
0.08% of portfolio
|
Q1 2025
Reduced 73.75%
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
967
shares
|
$260,896
0.38% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
963
shares
|
$259,817
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
962
shares
|
$259,547
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
962
shares
|
$259,547
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
961
shares
|
$259,277
0.01% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
961
shares
|
$259,277
0.06% of portfolio
|
Q1 2025
Reduced 16.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
961
shares
|
$259,277
0.04% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
960
shares
|
$259,008
0.05% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
960
shares
|
$259,008
0.02% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
960
shares
|
$259,008
0.24% of portfolio
|
Q1 2025
Added 21.98%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
960
shares
|
$259,008
0.06% of portfolio
|
Q1 2025
Added 6300.0%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
959
shares
|
$258,738
0.14% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Main Street Investment Advisors LLC
|
Apr 30, 2025 Q1 2025 |
958
shares
|
$258,468
0.04% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
958
shares
|
$258,468
0.07% of portfolio
|
Q1 2025
Added 15.28%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
958
shares
|
$258,468
0.17% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
956
shares
|
$257,928
0.1% of portfolio
|
Q1 2025
Added 6.7%
|