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 |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
707
shares
|
$190,748
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
686
shares
|
$185,082
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
681
shares
|
$183,733
0.04% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$181,575
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
668
shares
|
$180,226
0.13% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
667
shares
|
$179,956
0.05% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
665
shares
|
$179,417
0.04% of portfolio
|
Q1 2025
Added 96.75%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$175,370
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$171,862
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
623
shares
|
$168,085
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$166,196
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
610
shares
|
$164,578
0.07% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Globeflex Capital L P
San Diego, CA |
May 12, 2025 Q1 2025 |
600
shares
|
$161,880
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
599
shares
|
$161,610
0.13% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
596
shares
|
$160,800
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
591
shares
|
$159,451
0.77% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$158,642
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
583
shares
|
$157,293
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
580
shares
|
$156,484
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
572
shares
|
$154,325
0.0% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
571
shares
|
$154,055
0.01% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
568
shares
|
$153,246
0.02% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
557
shares
|
$150,278
0.0% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
551
shares
|
$148,659
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$142,724
0.01% of portfolio
|
Q3 2021
Added 12.71%
|