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 |
|---|---|---|---|---|---|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
36
shares
|
$9,753
0.01% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
36
shares
|
$9,753
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
36
shares
|
$9,753
0.01% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
35
shares
|
$9,482
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
34
shares
|
$9,211
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$9,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
32
shares
|
$8,669
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
31
shares
|
$8,398
0.0% of portfolio
|
Q1 2025
Reduced 83.94%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
31
shares
|
$8,398
0.0% of portfolio
|
Q1 2025
Reduced 13.89%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
31
shares
|
$8,398
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
30
shares
|
$8,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
29
shares
|
$7,856
0.0% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$7,585
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
May 06, 2025 Q1 2025 |
28
shares
|
$7,585
0.0% of portfolio
|
Q2 2024
Added 48214.29%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
26
shares
|
$7,043
0.0% of portfolio
|
Q3 2024
Added 188.89%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
25
shares
|
$6,773
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$6,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
22
shares
|
$5,960
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$5,689
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$5,418
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
19
shares
|
$5,147
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
19
shares
|
$5,147
0.3% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
19
shares
|
$5,147
0.0% of portfolio
|
Q1 2025
Reduced 62.75%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
18
shares
|
$4,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
18
shares
|
$4,876
0.0% of portfolio
|
Q1 2025
Added 20755.56%
|