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 753 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
25,134
shares
|
$6.75 Million
0.41% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
25,016
shares
|
$6.72 Million
1.39% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
25,016
shares
|
$6.72 Million
0.16% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
24,975
shares
|
$6.71 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
24,935
shares
|
$6.7 Million
1.07% of portfolio
|
Q4 2024
Added 290.04%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$6.69 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
24,905
shares
|
$6.69 Million
3.44% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
24,898
shares
|
$6.69 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
24,865
shares
|
$6.68 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
24,779
shares
|
$6.66 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
24,779
shares
|
$6.66 Million
2.14% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
24,748
shares
|
$6.65 Million
2.03% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,505
shares
|
$6.58 Million
0.17% of portfolio
|
Q1 2025
Added 65.97%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
24,488
shares
|
$6.58 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
24,482
shares
|
$6.58 Million
1.38% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
24,480
shares
|
$6.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Feb 14, 2025 Q4 2024 |
24,472
shares
|
$6.58 Million
0.4% of portfolio
|
Q4 2024
Added 260.84%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
24,465
shares
|
$6.57 Million
0.16% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
24,437
shares
|
$6.57 Million
0.28% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$6.56 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
24,305
shares
|
$6.53 Million
0.47% of portfolio
|
Q1 2025
Added 308.28%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
24,298
shares
|
$6.53 Million
0.14% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
24,202
shares
|
$6.5 Million
0.95% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
24,152
shares
|
$6.49 Million
0.08% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,136
shares
|
$6.49 Million
0.51% of portfolio
|
Q4 2024
Added 35.09%
|