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 |
|---|---|---|---|---|---|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
847
shares
|
$228,520
0.05% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
847
shares
|
$228,520
0.11% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Apr 24, 2025 Q1 2025 |
847
shares
|
$228,520
0.13% of portfolio
|
Q1 2025
Added 19.97%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
846
shares
|
$228,250
0.1% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
846
shares
|
$228,250
0.07% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
845
shares
|
$227,981
0.17% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Corton Capital Inc.
Carrying Place, A6 |
May 07, 2025 Q1 2025 |
845
shares
|
$227,981
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
845
shares
|
$227,981
0.21% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
843
shares
|
$227,441
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
840
shares
|
$226,632
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
|
$226,362
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
836
shares
|
$225,552
0.04% of portfolio
|
Q1 2025
Added 30.83%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
836
shares
|
$225,552
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
836
shares
|
$225,552
0.11% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Archvest Wealth Advisors, Inc.
|
May 02, 2025 Q1 2025 |
835
shares
|
$225,283
0.19% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
833
shares
|
$224,743
0.09% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
832
shares
|
$224,473
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
828
shares
|
$223,394
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
827
shares
|
$223,124
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
827
shares
|
$223,124
0.04% of portfolio
|
Q1 2025
Added 35.57%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
824
shares
|
$222,315
0.03% of portfolio
|
Q1 2025
Reduced 85.56%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
823
shares
|
$222,045
0.03% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
823
shares
|
$222,045
0.06% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Old Port Advisors
|
May 06, 2025 Q1 2025 |
822
shares
|
$221,775
0.07% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
821
shares
|
$221,505
0.21% of portfolio
|
Q1 2025
New holding
|