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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
99
shares
|
$26,508
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
98
shares
|
$26,240
0.0% of portfolio
|
Q1 2025
Added 63.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$25,972
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
97
shares
|
$25,972
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
97
shares
|
$25,972
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
96
shares
|
$25,704
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
95
shares
|
$25,437
0.02% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
94
shares
|
$25,169
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
93
shares
|
$24,901
0.01% of portfolio
|
Q4 2024
Reduced 51.56%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
93
shares
|
$24,901
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
91
shares
|
$24,366
0.02% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
89
shares
|
$23,830
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
89
shares
|
$23,830
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
86
shares
|
$23,027
0.0% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
85
shares
|
$22,759
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
84
shares
|
$22,491
0.01% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$21,956
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$21,956
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
81
shares
|
$21,688
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$21,420
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
80
shares
|
$21,420
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
77
shares
|
$20,617
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
77
shares
|
$20,617
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$20,082
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$20,082
0.08% of portfolio
|
Q3 2024
New holding
|