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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
244
shares
|
$65,333
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
238
shares
|
$63,726
0.03% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
235
shares
|
$62,923
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
231
shares
|
$61,852
0.01% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
231
shares
|
$61,852
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
223
shares
|
$59,710
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
218
shares
|
$58,371
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
211
shares
|
$56,497
0.04% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$56,229
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$55,694
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
206
shares
|
$55,158
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
205
shares
|
$54,890
0.04% of portfolio
|
Q1 2025
Added 47.48%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
202
shares
|
$54,087
0.05% of portfolio
|
Q4 2024
Added 1246.67%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$53,552
0.0% of portfolio
|
Q2 2024
Reduced 88.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$53,552
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
200
shares
|
$53,552
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
200
shares
|
$53,552
0.03% of portfolio
|
Q4 2024
Reduced 39.21%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
200
shares
|
$53,552
0.03% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
200
shares
|
$53,552
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
199
shares
|
$53,284
0.04% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
196
shares
|
$52,480
0.02% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
193
shares
|
$51,677
0.01% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
190
shares
|
$50,874
0.04% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
188
shares
|
$50,338
0.01% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
187
shares
|
$50,071
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|