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 |
|---|---|---|---|---|---|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
71
shares
|
$19,010
0.01% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
70
shares
|
$18,743
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
69
shares
|
$18,475
0.02% of portfolio
|
Q4 2022
Reduced 51.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
67
shares
|
$17,939
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
67
shares
|
$17,939
0.01% of portfolio
|
Q1 2024
Added 131.34%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
65
shares
|
$17,404
0.04% of portfolio
|
Q4 2024
Reduced 68.9%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61
shares
|
$16,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
61
shares
|
$16,333
0.02% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$16,065
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
60
shares
|
$16,065
0.01% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
60
shares
|
$16,065
0.01% of portfolio
|
Q1 2025
Reduced 77.01%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$16,065
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
60
shares
|
$16,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
58
shares
|
$15,530
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$15,262
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
57
shares
|
$15,262
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
54
shares
|
$14,459
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
53
shares
|
$14,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
53
shares
|
$14,191
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
51
shares
|
$13,655
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
51
shares
|
$13,655
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$13,388
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q4 2024
New holding
|