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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
820
shares
|
$221,236
0.02% of portfolio
|
Q1 2025
Reduced 38.21%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
819
shares
|
$220,966
0.02% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
819
shares
|
$220,966
0.11% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
819
shares
|
$220,966
0.21% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
817
shares
|
$220,426
0.03% of portfolio
|
Q1 2025
Added 9.37%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
817
shares
|
$220,426
0.05% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
816
shares
|
$220,156
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Austin Asset Management CO Inc
|
Apr 23, 2025 Q1 2025 |
815
shares
|
$219,887
0.05% of portfolio
|
Q1 2025
Added 27.34%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
815
shares
|
$219,887
0.04% of portfolio
|
Q1 2025
Reduced 41.7%
|
|
|
Riversedge Advisors, LLC
|
May 01, 2025 Q1 2025 |
814
shares
|
$219,617
0.05% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
814
shares
|
$219,617
0.03% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
813
shares
|
$219,347
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$219,077
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
812
shares
|
$219,077
0.43% of portfolio
|
Q1 2025
Added 5.18%
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Apr 23, 2025 Q1 2025 |
811
shares
|
$218,807
0.23% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
809
shares
|
$218,268
0.16% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
808
shares
|
$217,998
0.03% of portfolio
|
Q1 2025
Reduced 52.22%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
806
shares
|
$217,458
0.04% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
806
shares
|
$217,458
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
805
shares
|
$217,189
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Blossom Wealth Management
|
Apr 22, 2025 Q1 2025 |
803
shares
|
$216,649
0.43% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
803
shares
|
$216,649
0.1% of portfolio
|
Q1 2025
Added 12.62%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
801
shares
|
$216,109
0.02% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
801
shares
|
$216,109
0.12% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
800
shares
|
$215,840
0.26% of portfolio
|
Q4 2024
Reduced 13.04%
|