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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
762
shares
|
$205,587
0.07% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
762
shares
|
$205,587
0.03% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Clear Alpha Technologies LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
761
shares
|
$205,317
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
759
shares
|
$204,778
0.04% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
757
shares
|
$204,238
0.1% of portfolio
|
Q1 2025
Reduced 59.5%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
757
shares
|
$204,238
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
755
shares
|
$203,699
0.12% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
755
shares
|
$203,699
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Jackson Square Capital, LLC
|
Apr 16, 2025 Q1 2025 |
753
shares
|
$203,159
0.07% of portfolio
|
Q1 2025
Reduced 34.41%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
753
shares
|
$203,159
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
753
shares
|
$203,159
0.11% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Avory & Company, LLC
Miami, FL |
Apr 24, 2025 Q1 2025 |
752
shares
|
$202,889
0.13% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
752
shares
|
$202,889
0.16% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
751
shares
|
$202,619
0.2% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
750
shares
|
$202,350
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
750
shares
|
$202,350
0.04% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
749
shares
|
$202,080
0.03% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
748
shares
|
$201,810
0.01% of portfolio
|
Q1 2025
Reduced 18.78%
|
|
|
Cherrydale Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
747
shares
|
$201,540
0.08% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
735
shares
|
$198,303
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
733
shares
|
$197,763
0.05% of portfolio
|
Q2 2024
Reduced 27.59%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
727
shares
|
$196,144
0.06% of portfolio
|
Q1 2025
Added 164.36%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
726
shares
|
$195,874
0.04% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
716
shares
|
$193,176
0.08% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
714
shares
|
$192,637
0.23% of portfolio
|
Q4 2024
New holding
|