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 |
|---|---|---|---|---|---|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
787
shares
|
$210,727
0.24% of portfolio
|
Q3 2024
Reduced 33.75%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
786
shares
|
$210,459
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
784
shares
|
$209,923
0.08% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sciencast Management LP
|
Feb 11, 2025 Q4 2024 |
783
shares
|
$209,656
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Feb 06, 2025 Q4 2024 |
783
shares
|
$209,656
0.05% of portfolio
|
Q4 2024
Reduced 62.46%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
783
shares
|
$209,656
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
781
shares
|
$209,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
777
shares
|
$208,049
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
775
shares
|
$207,514
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
774
shares
|
$207,246
0.03% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
772
shares
|
$206,710
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$206,442
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
769
shares
|
$205,907
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
767
shares
|
$205,371
0.03% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
766
shares
|
$205,104
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
765
shares
|
$204,836
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
764
shares
|
$204,568
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
763
shares
|
$204,300
0.13% of portfolio
|
Q1 2025
Reduced 76.61%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
762
shares
|
$204,033
0.07% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
762
shares
|
$204,033
0.03% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
759
shares
|
$203,229
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
757
shares
|
$202,694
0.1% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
757
shares
|
$202,694
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
757
shares
|
$202,694
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
755
shares
|
$202,158
0.12% of portfolio
|
Q1 2025
Added 0.27%
|