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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
518
shares
|
$139,756
0.04% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
509
shares
|
$137,328
0.09% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
508
shares
|
$137,058
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
506
shares
|
$136,518
0.11% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$136,249
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$136,249
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
500
shares
|
$134,900
0.06% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
497
shares
|
$134,090
0.01% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
487
shares
|
$131,392
0.03% of portfolio
|
Q1 2025
Added 260.74%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
486
shares
|
$131,122
0.07% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
485
shares
|
$130,853
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
484
shares
|
$130,583
0.12% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
478
shares
|
$128,964
0.14% of portfolio
|
Q1 2025
Added 54.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
473
shares
|
$127,615
0.03% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
469
shares
|
$126,536
0.03% of portfolio
|
Q1 2025
Added 1134.21%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
469
shares
|
$126,536
0.06% of portfolio
|
Q1 2025
Added 81.78%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
464
shares
|
$125,187
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
462
shares
|
$124,647
0.02% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
453
shares
|
$122,219
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
453
shares
|
$122,219
0.09% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
449
shares
|
$121,140
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
442
shares
|
$119,251
0.04% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
440
shares
|
$118,712
0.02% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
438
shares
|
$118,172
0.04% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
437
shares
|
$117,902
0.02% of portfolio
|
Q1 2025
New holding
|