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 |
|---|---|---|---|---|---|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
331
shares
|
$89,674
0.01% of portfolio
|
Q4 2021
Added 231.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
327
shares
|
$88,590
0.03% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$87,778
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
324
shares
|
$87,778
0.03% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
323
shares
|
$87,507
0.02% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$86,694
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
311
shares
|
$84,256
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
309
shares
|
$83,714
0.07% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
300
shares
|
$81,276
0.04% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$81,276
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
300
shares
|
$81,276
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$80,734
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
292
shares
|
$79,108
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
283
shares
|
$76,670
0.03% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
277
shares
|
$75,044
0.04% of portfolio
|
Q1 2025
Added 78.71%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
276
shares
|
$74,773
0.01% of portfolio
|
Q1 2025
Added 236.59%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
271
shares
|
$73,419
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
269
shares
|
$72,877
0.01% of portfolio
|
Q1 2025
Reduced 9.12%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
268
shares
|
$72,606
0.01% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$72,064
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
263
shares
|
$71,251
0.03% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
263
shares
|
$71,251
0.02% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
261
shares
|
$70,710
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
260
shares
|
$70,439
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 14, 2025 Q1 2025 |
248
shares
|
$67,188
0.09% of portfolio
|
Q1 2025
Reduced 93.66%
|