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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$33,470
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
125
shares
|
$33,470
0.03% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$32,666
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
119
shares
|
$31,863
0.02% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$31,595
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
118
shares
|
$31,595
0.01% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
117
shares
|
$31,327
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$31,327
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$31,327
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
116
shares
|
$31,060
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$31,060
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$30,256
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
113
shares
|
$30,256
0.01% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
110
shares
|
$29,453
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
110
shares
|
$29,453
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$29,185
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
109
shares
|
$29,185
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$28,114
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
105
shares
|
$28,114
0.01% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
103
shares
|
$27,579
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
102
shares
|
$27,311
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$26,776
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$26,776
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
100
shares
|
$26,776
0.03% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
100
shares
|
$26,776
0.03% of portfolio
|
Q1 2025
Reduced 50.0%
|