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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
518
shares
|
$138,699
0.04% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
509
shares
|
$136,289
0.11% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
508
shares
|
$136,022
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
506
shares
|
$135,486
0.03% of portfolio
|
Q1 2025
Added 481.61%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
505
shares
|
$135,218
0.06% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$135,218
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$135,218
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
504
shares
|
$134,951
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
500
shares
|
$133,880
0.08% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
497
shares
|
$133,076
0.01% of portfolio
|
Q1 2025
Added 36.16%
|
|
|
Perkins Coie Trust CO
|
Apr 11, 2025 Q1 2025 |
487
shares
|
$130,399
0.03% of portfolio
|
Q1 2025
Added 260.74%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
486
shares
|
$130,131
0.07% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
485
shares
|
$129,863
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
469
shares
|
$125,579
0.06% of portfolio
|
Q1 2025
Added 81.78%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
464
shares
|
$124,240
0.01% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
460
shares
|
$123,169
0.03% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
459
shares
|
$122,901
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
453
shares
|
$121,295
0.06% of portfolio
|
Q4 2024
Added 22.1%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
449
shares
|
$120,224
0.05% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
443
shares
|
$118,617
0.03% of portfolio
|
Q4 2024
Added 62.87%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
440
shares
|
$117,814
0.02% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
438
shares
|
$117,278
0.04% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
420
shares
|
$112,459
0.11% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
410
shares
|
$109,781
0.05% of portfolio
|
Q4 2024
Added 32.26%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$109,781
0.01% of portfolio
|
Q2 2024
Added 77.49%
|