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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
54
shares
|
$14,629
0.01% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
53
shares
|
$14,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
53
shares
|
$14,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
50
shares
|
$13,546
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
50
shares
|
$13,546
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
50
shares
|
$13,546
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mechanics Financial Corp
|
May 02, 2025 Q1 2025 |
50
shares
|
$13,546
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$13,275
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
49
shares
|
$13,275
0.0% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
47
shares
|
$12,733
0.0% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
46
shares
|
$12,462
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
45
shares
|
$12,191
0.0% of portfolio
|
Q1 2025
Added 246.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
45
shares
|
$12,191
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$11,920
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
44
shares
|
$11,920
0.0% of portfolio
|
Q1 2025
Reduced 36.23%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
44
shares
|
$11,920
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
43
shares
|
$11,649
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
42
shares
|
$11,378
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
40
shares
|
$10,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
40
shares
|
$10,836
0.13% of portfolio
|
Q1 2025
Reduced 78.95%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
40
shares
|
$10,836
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
40
shares
|
$10,836
0.01% of portfolio
|
Q3 2024
Reduced 61.9%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
39
shares
|
$10,565
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
39
shares
|
$10,565
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
38
shares
|
$10,294
0.0% of portfolio
|
Q2 2025
Reduced 61.22%
|