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 |
|---|---|---|---|---|---|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
314
shares
|
$84,076
0.03% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
310
shares
|
$83,005
0.02% of portfolio
|
Q1 2023
Reduced 61.3%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
310
shares
|
$83,005
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
309
shares
|
$82,737
0.07% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$80,328
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$80,328
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$79,792
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
296
shares
|
$79,256
0.01% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
292
shares
|
$78,185
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
292
shares
|
$78,185
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
288
shares
|
$77,114
0.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
283
shares
|
$75,776
0.04% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
277
shares
|
$74,169
0.04% of portfolio
|
Q1 2025
Added 78.71%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
276
shares
|
$73,901
0.01% of portfolio
|
Q1 2025
Added 236.59%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
275
shares
|
$73,634
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
271
shares
|
$72,562
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
268
shares
|
$71,759
0.01% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$71,224
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
265
shares
|
$70,956
0.02% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
263
shares
|
$70,420
0.04% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
263
shares
|
$70,420
0.02% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
260
shares
|
$69,617
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
252
shares
|
$67,475
0.03% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
248
shares
|
$66,404
0.07% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
244
shares
|
$65,333
0.01% of portfolio
|
Q4 2024
New holding
|