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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
105
shares
|
$28,446
0.01% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
103
shares
|
$27,904
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
101
shares
|
$27,362
0.01% of portfolio
|
Q1 2025
Reduced 74.81%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
100
shares
|
$27,092
0.02% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$27,092
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$27,092
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
100
shares
|
$27,092
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
100
shares
|
$27,092
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
99
shares
|
$26,821
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$26,279
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
97
shares
|
$26,279
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
96
shares
|
$26,008
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
95
shares
|
$25,737
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
94
shares
|
$25,466
0.0% of portfolio
|
Q1 2025
Reduced 59.31%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
93
shares
|
$25,195
0.01% of portfolio
|
Q4 2024
Reduced 51.56%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
93
shares
|
$25,195
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
River Park Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
92
shares
|
$24,924
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
May 06, 2025 Q1 2025 |
91
shares
|
$24,653
0.03% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
89
shares
|
$24,111
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
89
shares
|
$24,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
86
shares
|
$23,299
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
85
shares
|
$23,028
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
84
shares
|
$22,757
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$22,215
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
82
shares
|
$22,215
0.02% of portfolio
|
Q4 2024
Added 30.16%
|