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 |
|---|---|---|---|---|---|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
916
shares
|
$247,136
0.15% of portfolio
|
Q1 2025
Reduced 17.77%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
915
shares
|
$246,867
0.27% of portfolio
|
Q4 2024
Reduced 60.59%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
914
shares
|
$246,597
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
913
shares
|
$246,327
0.05% of portfolio
|
Q1 2025
Reduced 48.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
913
shares
|
$246,327
0.02% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
910
shares
|
$245,518
0.01% of portfolio
|
Q1 2025
Added 36.64%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
905
shares
|
$244,169
0.16% of portfolio
|
Q1 2025
Reduced 4.94%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
904
shares
|
$243,899
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
904
shares
|
$243,899
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
900
shares
|
$242,820
0.06% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
900
shares
|
$242,820
0.03% of portfolio
|
Q1 2025
Reduced 26.23%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
900
shares
|
$242,820
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
900
shares
|
$242,820
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
May 12, 2025 Q1 2025 |
899
shares
|
$242,550
0.12% of portfolio
|
Q1 2025
Reduced 73.64%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
897
shares
|
$242,010
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
896
shares
|
$241,740
0.04% of portfolio
|
Q1 2025
Reduced 82.4%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
896
shares
|
$241,740
0.09% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
892
shares
|
$240,661
0.02% of portfolio
|
Q1 2025
Added 12.63%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$240,122
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
889
shares
|
$239,852
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
888
shares
|
$239,582
0.02% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
886
shares
|
$239,042
0.03% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
885
shares
|
$238,773
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
882
shares
|
$237,963
0.13% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
880
shares
|
$237,424
0.07% of portfolio
|
Q2 2025
Reduced 83.21%
|