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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
135
shares
|
$36,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
130
shares
|
$35,219
0.0% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
128
shares
|
$34,677
0.05% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$33,865
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
125
shares
|
$33,865
0.02% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$33,052
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
119
shares
|
$32,239
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$31,968
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
118
shares
|
$31,968
0.01% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
117
shares
|
$31,697
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$31,697
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
116
shares
|
$31,426
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
116
shares
|
$31,426
0.01% of portfolio
|
Q2 2025
Added 383.33%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$31,426
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
114
shares
|
$30,884
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$30,613
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
113
shares
|
$30,613
0.01% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
112
shares
|
$30,343
0.0% of portfolio
|
Q1 2025
Added 314.81%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
110
shares
|
$29,801
0.02% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
110
shares
|
$29,801
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
110
shares
|
$29,801
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
110
shares
|
$29,801
0.03% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$29,530
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
109
shares
|
$29,530
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$28,446
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|