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 |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
619
shares
|
$165,743
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
619
shares
|
$165,743
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$164,940
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
615
shares
|
$164,672
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
611
shares
|
$163,601
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
610
shares
|
$163,333
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
610
shares
|
$163,333
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
610
shares
|
$163,333
0.07% of portfolio
|
Q1 2025
Reduced 30.92%
|
|
|
Trinity Financial Advisors LLC
|
Apr 15, 2025 Q1 2025 |
609
shares
|
$163,065
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
609
shares
|
$163,065
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
608
shares
|
$162,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
604
shares
|
$161,727
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
602
shares
|
$161,191
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
600
shares
|
$160,656
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
600
shares
|
$160,656
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
591
shares
|
$158,246
0.77% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$157,442
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
580
shares
|
$155,300
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
572
shares
|
$153,158
0.0% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
571
shares
|
$152,890
0.01% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
569
shares
|
$152,355
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
568
shares
|
$152,087
0.02% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
551
shares
|
$147,535
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
533
shares
|
$142,716
0.0% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$141,645
0.01% of portfolio
|
Q3 2021
Added 12.71%
|