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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
956
shares
|
$256,886
0.1% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$256,349
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
954
shares
|
$256,349
0.03% of portfolio
|
Q1 2025
Added 415.68%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
953
shares
|
$256,080
0.14% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
952
shares
|
$255,811
0.02% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
952
shares
|
$255,811
0.2% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Apr 22, 2025 Q1 2025 |
951
shares
|
$255,543
0.27% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Sone Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
951
shares
|
$255,543
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
950
shares
|
$255,274
0.03% of portfolio
|
Q4 2024
Reduced 87.64%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
948
shares
|
$254,737
0.03% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
947
shares
|
$254,468
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
944
shares
|
$253,662
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
944
shares
|
$253,662
0.21% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
941
shares
|
$252,856
0.02% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
941
shares
|
$252,856
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lattice Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
938
shares
|
$252,049
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
937
shares
|
$251,781
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
936
shares
|
$251,512
0.37% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
932
shares
|
$250,437
0.25% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$249,631
0.03% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
929
shares
|
$249,631
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
928
shares
|
$249,362
0.12% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
925
shares
|
$248,556
0.15% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
921
shares
|
$247,481
0.02% of portfolio
|
Q4 2024
Added 17.47%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$246,407
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|