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 |
|---|---|---|---|---|---|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
755
shares
|
$202,158
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
754
shares
|
$201,891
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
753
shares
|
$201,623
0.07% of portfolio
|
Q1 2025
Reduced 34.41%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
752
shares
|
$201,355
0.13% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
751
shares
|
$201,087
0.2% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
749
shares
|
$200,552
0.03% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
748
shares
|
$200,284
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
747
shares
|
$200,016
0.08% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
747
shares
|
$200,016
0.05% of portfolio
|
Q3 2024
Reduced 42.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
747
shares
|
$200,016
0.11% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
747
shares
|
$200,016
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
747
shares
|
$200,016
0.11% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
743
shares
|
$198,945
0.14% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
740
shares
|
$198,142
0.17% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
739
shares
|
$197,874
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
739
shares
|
$197,874
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Feb 13, 2025 Q4 2024 |
738
shares
|
$197,606
0.12% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
733
shares
|
$196,268
0.05% of portfolio
|
Q2 2024
Reduced 27.59%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
726
shares
|
$194,393
0.04% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
724
shares
|
$193,858
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
723
shares
|
$193,590
0.06% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
720
shares
|
$192,787
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
716
shares
|
$191,716
0.18% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
714
shares
|
$191,180
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
710
shares
|
$190,109
0.01% of portfolio
|
Q4 2024
New holding
|