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 |
|---|---|---|---|---|---|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
811
shares
|
$217,923
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
811
shares
|
$217,923
0.23% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
809
shares
|
$217,386
0.12% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
808
shares
|
$217,117
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
805
shares
|
$216,311
0.04% of portfolio
|
Q4 2024
Reduced 20.69%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
805
shares
|
$216,311
0.04% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
803
shares
|
$215,774
0.43% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
803
shares
|
$215,774
0.1% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
802
shares
|
$215,505
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
801
shares
|
$215,236
0.02% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
800
shares
|
$214,967
0.31% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
800
shares
|
$214,967
0.19% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
800
shares
|
$214,967
0.1% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
799
shares
|
$214,699
0.04% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
798
shares
|
$214,430
0.07% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
798
shares
|
$214,430
0.03% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
798
shares
|
$214,430
0.02% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
798
shares
|
$214,430
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
794
shares
|
$213,355
0.35% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
794
shares
|
$213,355
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
794
shares
|
$213,355
0.13% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
793
shares
|
$213,087
0.08% of portfolio
|
Q3 2024
Reduced 58.68%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
792
shares
|
$212,818
0.02% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
791
shares
|
$212,549
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
790
shares
|
$212,280
0.12% of portfolio
|
Q4 2024
New holding
|