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 |
|---|---|---|---|---|---|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
179
shares
|
$47,929
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
176
shares
|
$47,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
176
shares
|
$47,125
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
175
shares
|
$46,858
0.03% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
172
shares
|
$46,054
0.03% of portfolio
|
Q1 2025
Added 177.42%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
172
shares
|
$46,054
0.03% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
172
shares
|
$46,054
0.01% of portfolio
|
Q1 2025
Added 138.89%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
168
shares
|
$44,983
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
167
shares
|
$44,715
0.04% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
165
shares
|
$44,180
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
165
shares
|
$44,180
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
164
shares
|
$43,912
0.0% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
161
shares
|
$43,109
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
150
shares
|
$40,164
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
144
shares
|
$38,557
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
140
shares
|
$37,486
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$37,218
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
138
shares
|
$36,950
0.02% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
137
shares
|
$36,683
0.02% of portfolio
|
Q4 2024
Added 82.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
136
shares
|
$36,415
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
136
shares
|
$36,415
0.01% of portfolio
|
Q4 2024
Reduced 32.34%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
135
shares
|
$36,147
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
130
shares
|
$34,808
0.0% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
128
shares
|
$34,273
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
127
shares
|
$34,005
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|