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 |
|---|---|---|---|---|---|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
666
shares
|
$178,328
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
666
shares
|
$178,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
666
shares
|
$178,328
0.41% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
665
shares
|
$178,060
0.04% of portfolio
|
Q1 2025
Added 96.75%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
656
shares
|
$175,650
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
655
shares
|
$175,382
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
653
shares
|
$174,847
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
653
shares
|
$174,847
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$174,044
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Schiavi & CO LLC
Wilmington, DE |
Feb 13, 2025 Q4 2024 |
648
shares
|
$173,508
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
647
shares
|
$173,240
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
645
shares
|
$172,705
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
645
shares
|
$172,705
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
644
shares
|
$172,437
0.08% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
643
shares
|
$172,169
0.14% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
641
shares
|
$171,634
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$170,563
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
631
shares
|
$168,956
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
627
shares
|
$167,885
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
626
shares
|
$167,617
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
625
shares
|
$167,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
625
shares
|
$167,350
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
624
shares
|
$167,082
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$166,814
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
623
shares
|
$166,814
0.14% of portfolio
|
Q4 2024
New holding
|