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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
190
shares
|
$51,474
0.04% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
188
shares
|
$50,932
0.01% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
187
shares
|
$50,662
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
182
shares
|
$49,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
182
shares
|
$49,307
0.02% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
180
shares
|
$48,765
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
179
shares
|
$48,494
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
176
shares
|
$47,681
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
174
shares
|
$47,140
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
172
shares
|
$46,598
0.03% of portfolio
|
Q1 2025
Added 177.42%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
172
shares
|
$46,598
0.03% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
172
shares
|
$46,598
0.01% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
167
shares
|
$45,243
0.02% of portfolio
|
Q1 2025
Added 42.74%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
165
shares
|
$44,701
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
165
shares
|
$44,701
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
164
shares
|
$44,430
0.0% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
161
shares
|
$43,618
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
158
shares
|
$42,805
0.03% of portfolio
|
Q2 2025
Reduced 20.6%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
154
shares
|
$41,721
0.05% of portfolio
|
Q1 2025
Added 136.92%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$40,638
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
144
shares
|
$39,012
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
140
shares
|
$37,928
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$37,657
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
138
shares
|
$37,386
0.02% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
136
shares
|
$36,845
0.01% of portfolio
|
Q3 2024
Added 2.26%
|