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 |
|---|---|---|---|---|---|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$13,388
0.01% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$13,120
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
49
shares
|
$13,120
0.0% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
48
shares
|
$12,852
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
47
shares
|
$12,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
45
shares
|
$12,049
0.0% of portfolio
|
Q1 2025
Added 246.15%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
45
shares
|
$12,049
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$11,781
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
44
shares
|
$11,781
0.0% of portfolio
|
Q3 2024
Reduced 50.56%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
43
shares
|
$11,513
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
42
shares
|
$11,245
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
41
shares
|
$10,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
40
shares
|
$10,710
0.13% of portfolio
|
Q1 2025
Reduced 78.95%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
40
shares
|
$10,710
0.01% of portfolio
|
Q3 2024
Reduced 61.9%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
39
shares
|
$10,442
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
39
shares
|
$10,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
38
shares
|
$10,174
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
36
shares
|
$9,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
36
shares
|
$9,639
0.01% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
36
shares
|
$9,639
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
35
shares
|
$9,371
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
35
shares
|
$9,371
0.0% of portfolio
|
Q4 2024
New holding
|