Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
35,698
shares
|
$9.67 Million
0.08% of portfolio
|
Q1 2025
Added 33.61%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
35,665
shares
|
$9.66 Million
0.35% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
35,655
shares
|
$9.66 Million
0.12% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
35,491
shares
|
$9.62 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$9.58 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$9.58 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
35,297
shares
|
$9.56 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$9.51 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
35,000
shares
|
$9.48 Million
3.36% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
May 06, 2025 Q1 2025 |
34,992
shares
|
$9.48 Million
1.05% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Northstar Asset Management Inc
Boston, MA |
May 13, 2025 Q1 2025 |
34,809
shares
|
$9.43 Million
2.98% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
34,739
shares
|
$9.41 Million
0.42% of portfolio
|
Q1 2025
Added 240.61%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
34,656
shares
|
$9.39 Million
0.71% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
34,567
shares
|
$9.36 Million
0.21% of portfolio
|
Q1 2025
Added 13.84%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,560
shares
|
$9.36 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
34,476
shares
|
$9.34 Million
0.28% of portfolio
|
Q1 2025
Added 21.53%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
34,408
shares
|
$9.32 Million
0.48% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
34,393
shares
|
$9.32 Million
0.53% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
34,290
shares
|
$9.29 Million
0.25% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
34,214
shares
|
$9.27 Million
0.3% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
34,209
shares
|
$9.27 Million
2.28% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
34,172
shares
|
$9.26 Million
1.83% of portfolio
|
Q1 2025
Added 483.54%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
34,067
shares
|
$9.23 Million
1.15% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
33,960
shares
|
$9.2 Million
0.14% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
33,929
shares
|
$9.19 Million
0.8% of portfolio
|
Q1 2025
Added 54.95%
|