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 |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
836
shares
|
$224,641
0.04% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
836
shares
|
$224,641
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
836
shares
|
$224,641
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
835
shares
|
$224,372
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
834
shares
|
$224,104
0.04% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
833
shares
|
$223,835
0.09% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
832
shares
|
$223,566
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
827
shares
|
$222,223
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
827
shares
|
$222,223
0.04% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
822
shares
|
$220,879
0.03% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
820
shares
|
$220,342
0.02% of portfolio
|
Q1 2025
Reduced 38.21%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
819
shares
|
$220,073
0.02% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
819
shares
|
$220,073
0.11% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
819
shares
|
$220,073
0.21% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
818
shares
|
$219,804
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
817
shares
|
$219,536
0.03% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
816
shares
|
$219,267
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
815
shares
|
$218,998
0.05% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
815
shares
|
$218,998
0.04% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
814
shares
|
$218,729
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
813
shares
|
$218,461
0.02% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
813
shares
|
$218,461
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
813
shares
|
$218,461
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$218,192
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
811
shares
|
$217,923
0.07% of portfolio
|
Q4 2024
Added 6.01%
|