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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
408
shares
|
$109,246
0.01% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
405
shares
|
$108,442
0.02% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
401
shares
|
$107,371
0.04% of portfolio
|
Q4 2024
Added 297.03%
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
400
shares
|
$107,104
0.05% of portfolio
|
Q1 2025
Reduced 17.36%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
400
shares
|
$107,104
0.06% of portfolio
|
Q1 2025
Added 614.29%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
400
shares
|
$107,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
398
shares
|
$106,568
0.01% of portfolio
|
Q4 2024
Reduced 54.41%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
395
shares
|
$105,765
0.02% of portfolio
|
Q2 2023
Reduced 27.66%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
387
shares
|
$103,623
0.01% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
385
shares
|
$103,087
0.06% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
367
shares
|
$98,267
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
367
shares
|
$98,267
0.01% of portfolio
|
Q4 2024
Reduced 44.48%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
362
shares
|
$96,929
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
357
shares
|
$95,590
0.05% of portfolio
|
Q3 2024
Added 11.56%
|
|
|
Union Investments & Development Ltd.
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$93,716
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
347
shares
|
$92,912
0.04% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
343
shares
|
$91,841
0.01% of portfolio
|
Q4 2024
Added 28.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
338
shares
|
$90,502
0.03% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
333
shares
|
$89,164
0.02% of portfolio
|
Q1 2025
Added 88.14%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
333
shares
|
$89,164
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
331
shares
|
$88,628
0.02% of portfolio
|
Q4 2021
Added 231.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
327
shares
|
$87,557
0.03% of portfolio
|
Q4 2024
Added 46.64%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$86,754
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
323
shares
|
$86,486
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$85,683
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|