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 |
|---|---|---|---|---|---|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
25,047
shares
|
$6.79 Million
0.12% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Asio Capital, LLC
|
Apr 17, 2025 Q1 2025 |
25,016
shares
|
$6.78 Million
1.39% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Alight Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
25,000
shares
|
$6.77 Million
3.14% of portfolio
|
Q1 2025
Reduced 37.5%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
24,998
shares
|
$6.77 Million
0.32% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Impax Asset Management Group PLC
|
Apr 29, 2025 Q1 2025 |
24,975
shares
|
$6.77 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
24,933
shares
|
$6.75 Million
0.17% of portfolio
|
Q1 2025
Added 1211.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$6.75 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
24,898
shares
|
$6.75 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,866
shares
|
$6.74 Million
0.62% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
24,853
shares
|
$6.73 Million
1.17% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
24,832
shares
|
$6.73 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
24,791
shares
|
$6.72 Million
0.04% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Harvey Capital Management Inc
|
Apr 30, 2025 Q1 2025 |
24,779
shares
|
$6.71 Million
1.75% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
24,748
shares
|
$6.7 Million
2.03% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Sphera Management Technology Funds LTD
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
24,560
shares
|
$6.65 Million
4.27% of portfolio
|
Q1 2025
Added 945.11%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
24,543
shares
|
$6.65 Million
0.33% of portfolio
|
Q1 2025
Reduced 46.01%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
24,505
shares
|
$6.64 Million
0.17% of portfolio
|
Q1 2025
Added 65.97%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
24,488
shares
|
$6.63 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
24,482
shares
|
$6.63 Million
1.38% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
24,465
shares
|
$6.63 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
|
$6.62 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
|
$6.61 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
24,305
shares
|
$6.58 Million
0.47% of portfolio
|
Q1 2025
Added 308.28%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
24,294
shares
|
$6.58 Million
1.76% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
24,259
shares
|
$6.57 Million
0.23% of portfolio
|
Q2 2025
Added 319.34%
|