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 |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
24,202
shares
|
$6.56 Million
0.95% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
24,185
shares
|
$6.55 Million
0.27% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
24,172
shares
|
$6.55 Million
0.95% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,136
shares
|
$6.54 Million
0.51% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,104
shares
|
$6.53 Million
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Triavera Capital LLC
Larkspur, CA |
May 15, 2025 Q1 2025 |
24,073
shares
|
$6.52 Million
3.7% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Wahed Invest LLC
New York, NY |
May 13, 2025 Q1 2025 |
23,974
shares
|
$6.5 Million
1.15% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
23,828
shares
|
$6.46 Million
0.38% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,821
shares
|
$6.45 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$6.42 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
23,696
shares
|
$6.42 Million
0.26% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
23,691
shares
|
$6.42 Million
1.09% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
23,672
shares
|
$6.41 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
23,605
shares
|
$6.4 Million
2.22% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
23,465
shares
|
$6.36 Million
2.7% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
23,452
shares
|
$6.35 Million
0.18% of portfolio
|
Q1 2025
Added 119.05%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
23,402
shares
|
$6.34 Million
0.22% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
23,283
shares
|
$6.31 Million
0.77% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
23,274
shares
|
$6.31 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
23,252
shares
|
$6.3 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$6.29 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
23,217
shares
|
$6.29 Million
2.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
23,212
shares
|
$6.29 Million
0.31% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
23,173
shares
|
$6.28 Million
0.13% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,134
shares
|
$6.27 Million
0.13% of portfolio
|
Q2 2025
Added 23.07%
|