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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$257,389
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
954
shares
|
$257,389
0.03% of portfolio
|
Q1 2025
Added 415.68%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
952
shares
|
$256,849
0.02% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Apr 22, 2025 Q1 2025 |
951
shares
|
$256,579
0.27% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
948
shares
|
$255,770
0.03% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
947
shares
|
$255,500
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
946
shares
|
$255,230
0.04% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
944
shares
|
$254,691
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
944
shares
|
$254,691
0.21% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
941
shares
|
$253,881
0.02% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Lattice Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
938
shares
|
$253,072
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
May 08, 2025 Q1 2025 |
936
shares
|
$252,532
0.17% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
936
shares
|
$252,532
0.37% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
934
shares
|
$251,993
0.02% of portfolio
|
Q1 2025
Added 17.04%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
932
shares
|
$251,453
0.25% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
931
shares
|
$251,183
0.0% of portfolio
|
Q1 2025
Added 48.96%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$250,644
0.03% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
928
shares
|
$250,374
0.12% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
926
shares
|
$249,834
0.14% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
925
shares
|
$249,565
0.15% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
925
shares
|
$249,565
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
921
shares
|
$248,485
0.03% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
919
shares
|
$247,946
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jul 02, 2025 Q2 2025 |
917
shares
|
$247,406
0.26% of portfolio
|
Q2 2025
Reduced 10.97%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$247,406
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|