Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,378 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Apr 29, 2025 Q1 2025 |
856
shares
|
$222,457
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$221,677
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
853
shares
|
$221,677
0.11% of portfolio
|
Q1 2025
Reduced 10.49%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
852
shares
|
$221,417
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
852
shares
|
$221,417
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$221,417
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
852
shares
|
$221,417
0.23% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
851
shares
|
$221,157
0.1% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
851
shares
|
$221,157
0.04% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
847
shares
|
$220,118
0.05% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
847
shares
|
$220,118
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
846
shares
|
$219,858
0.07% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
845
shares
|
$219,598
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
845
shares
|
$219,598
0.21% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
843
shares
|
$219,078
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
842
shares
|
$218,818
0.06% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
841
shares
|
$218,559
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
840
shares
|
$218,299
0.01% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Apr 24, 2025 Q1 2025 |
839
shares
|
$218,039
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
837
shares
|
$217,519
0.01% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
836
shares
|
$217,259
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
836
shares
|
$217,259
0.11% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
835
shares
|
$216,999
0.19% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
833
shares
|
$216,480
0.09% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
832
shares
|
$216,220
0.03% of portfolio
|
Q1 2025
New holding
|