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 752 Million shares, which have been reported (via 13F filing form) to have a value of $201 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
870
shares
|
$233,777
0.04% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
869
shares
|
$233,508
0.22% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
868
shares
|
$233,240
0.08% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
867
shares
|
$232,971
0.06% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
867
shares
|
$232,971
0.1% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
866
shares
|
$232,702
0.04% of portfolio
|
Q1 2025
Added 12.18%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
866
shares
|
$232,702
0.14% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
862
shares
|
$231,628
0.2% of portfolio
|
Q1 2025
Reduced 10.02%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
858
shares
|
$230,553
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
856
shares
|
$230,015
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$229,209
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
852
shares
|
$228,940
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$228,940
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
850
shares
|
$228,403
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
850
shares
|
$228,403
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
848
shares
|
$227,866
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
847
shares
|
$227,597
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
847
shares
|
$227,597
0.13% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
845
shares
|
$227,059
0.01% of portfolio
|
Q4 2024
Reduced 21.32%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
845
shares
|
$227,059
0.21% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
844
shares
|
$226,791
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
839
shares
|
$225,447
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
837
shares
|
$224,910
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
837
shares
|
$224,910
0.16% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
837
shares
|
$224,910
0.07% of portfolio
|
Q4 2024
Added 9.7%
|