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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
17
shares
|
$4,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$4,605
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
17
shares
|
$4,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
16
shares
|
$4,334
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
16
shares
|
$4,334
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
15
shares
|
$4,063
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
14
shares
|
$3,792
0.0% of portfolio
|
Q1 2025
Added 180.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$3,792
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
13
shares
|
$3,521
0.0% of portfolio
|
Q4 2024
Reduced 64.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$3,521
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
13
shares
|
$3,521
0.0% of portfolio
|
Q1 2025
Reduced 74.51%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
12
shares
|
$3,251
0.0% of portfolio
|
Q4 2024
Reduced 61.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
12
shares
|
$3,251
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$2,709
0.0% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
10
shares
|
$2,709
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
9
shares
|
$2,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$2,167
0.0% of portfolio
|
Q4 2024
Reduced 95.51%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 22, 2025 Q1 2025 |
8
shares
|
$2,167
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
8
shares
|
$2,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
8
shares
|
$2,167
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
7
shares
|
$1,896
0.0% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
6
shares
|
$1,625
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
6
shares
|
$1,625
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,354
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
5
shares
|
$1,354
0.0% of portfolio
|
Q1 2025
Added 400.0%
|