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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
247
shares
|
$66,917
0.01% of portfolio
|
Q1 2025
Reduced 89.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
238
shares
|
$64,478
0.03% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
235
shares
|
$63,666
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
231
shares
|
$62,582
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
230
shares
|
$62,311
0.02% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
223
shares
|
$60,415
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
222
shares
|
$60,144
0.01% of portfolio
|
Q1 2025
Reduced 16.23%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
222
shares
|
$60,144
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$59,060
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
217
shares
|
$58,789
0.01% of portfolio
|
Q1 2025
Reduced 25.68%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
212
shares
|
$57,435
0.01% of portfolio
|
Q1 2025
Reduced 52.14%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$56,893
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
209
shares
|
$56,622
0.04% of portfolio
|
Q1 2025
Added 344.68%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$56,351
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
206
shares
|
$55,809
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
205
shares
|
$55,538
0.04% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
202
shares
|
$54,725
0.01% of portfolio
|
Q1 2025
Added 477.14%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$54,184
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
200
shares
|
$54,184
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
200
shares
|
$54,184
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
200
shares
|
$54,184
0.02% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
200
shares
|
$54,184
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
196
shares
|
$53,100
0.02% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
196
shares
|
$53,100
0.01% of portfolio
|
Q1 2025
Added 44.12%
|
|
|
1248 Management, LLC
Kansas City, MO |
May 15, 2025 Q1 2025 |
195
shares
|
$52,829
0.04% of portfolio
|
Q1 2025
Added 13.85%
|