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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
18
shares
|
$4,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Apr 22, 2025 Q1 2025 |
17
shares
|
$4,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$4,551
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
17
shares
|
$4,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
16
shares
|
$4,284
0.0% of portfolio
|
Q1 2025
Reduced 36.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
15
shares
|
$4,016
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
15
shares
|
$4,016
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
14
shares
|
$3,748
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 24, 2025 Q1 2025 |
14
shares
|
$3,748
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
13
shares
|
$3,480
0.0% of portfolio
|
Q4 2024
Reduced 64.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$3,480
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
12
shares
|
$3,213
0.0% of portfolio
|
Q4 2024
Reduced 61.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
12
shares
|
$3,213
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
11
shares
|
$2,945
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$2,677
0.0% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9
shares
|
$2,409
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
9
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$2,142
0.0% of portfolio
|
Q4 2024
Reduced 95.51%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
8
shares
|
$2,142
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
8
shares
|
$2,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$2,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
8
shares
|
$2,142
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
7
shares
|
$1,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
6
shares
|
$1,606
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,338
0.0% of portfolio
|
Q4 2023
New holding
|