Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,361 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 $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
422
shares
|
$114,328
0.04% of portfolio
|
Q1 2025
Added 67.46%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
422
shares
|
$114,328
0.04% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$111,077
0.01% of portfolio
|
Q2 2024
Added 77.49%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
408
shares
|
$110,535
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
405
shares
|
$109,722
0.02% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
400
shares
|
$108,368
0.05% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
400
shares
|
$108,368
0.06% of portfolio
|
Q1 2025
Added 614.29%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
398
shares
|
$107,826
0.01% of portfolio
|
Q4 2024
Reduced 54.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
395
shares
|
$107,013
0.01% of portfolio
|
Q2 2023
Reduced 27.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
388
shares
|
$105,116
0.01% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
387
shares
|
$104,846
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
385
shares
|
$104,304
0.06% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
384
shares
|
$104,033
0.05% of portfolio
|
Q1 2025
Reduced 16.34%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
377
shares
|
$102,136
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
377
shares
|
$102,136
0.04% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
367
shares
|
$99,427
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
361
shares
|
$97,802
0.07% of portfolio
|
Q2 2025
Added 71.09%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
352
shares
|
$95,363
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
351
shares
|
$95,092
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$94,822
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
347
shares
|
$94,009
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
343
shares
|
$92,925
0.01% of portfolio
|
Q4 2024
Added 28.95%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
336
shares
|
$91,029
0.01% of portfolio
|
Q1 2025
Added 164.57%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
333
shares
|
$90,216
0.02% of portfolio
|
Q1 2025
Added 88.14%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
333
shares
|
$90,216
0.09% of portfolio
|
Q4 2024
New holding
|