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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
798
shares
|
$215,300
0.03% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
794
shares
|
$214,221
0.35% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
794
shares
|
$214,221
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Apr 22, 2025 Q1 2025 |
788
shares
|
$212,602
0.1% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
786
shares
|
$212,062
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
783
shares
|
$211,253
0.04% of portfolio
|
Q4 2024
Reduced 62.46%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
783
shares
|
$211,253
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2025 Q1 2025 |
781
shares
|
$210,713
0.65% of portfolio
|
Q1 2025
Reduced 82.26%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
780
shares
|
$210,444
0.08% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
780
shares
|
$210,444
0.15% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Weatherly Asset Management L. P.
|
May 01, 2025 Q1 2025 |
778
shares
|
$209,904
0.02% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
777
shares
|
$209,634
0.11% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
775
shares
|
$209,095
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
774
shares
|
$208,825
0.03% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$208,015
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
771
shares
|
$208,015
0.02% of portfolio
|
Q1 2025
Reduced 98.18%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
769
shares
|
$207,476
0.0% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Apr 17, 2025 Q1 2025 |
769
shares
|
$207,476
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
767
shares
|
$206,936
0.07% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
766
shares
|
$206,666
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mitchell Sinkler & Starr
|
May 07, 2025 Q1 2025 |
765
shares
|
$206,397
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
764
shares
|
$206,127
0.06% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
764
shares
|
$206,127
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
763
shares
|
$205,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
763
shares
|
$205,857
0.13% of portfolio
|
Q1 2025
Reduced 76.61%
|