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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,184
shares
|
$5.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
19,128
shares
|
$5.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Sawyer & Company, Inc
|
Apr 22, 2025 Q1 2025 |
19,074
shares
|
$5.13 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
18,983
shares
|
$5.1 Million
0.57% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$5.08 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
18,846
shares
|
$5.06 Million
0.36% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$5.05 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
18,799
shares
|
$5.05 Million
0.03% of portfolio
|
Q1 2025
Added 181.46%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
18,797
shares
|
$5.05 Million
0.13% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
18,713
shares
|
$5.03 Million
0.37% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
18,699
shares
|
$5.02 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Feb 11, 2025 Q4 2024 |
18,500
shares
|
$4.97 Million
2.74% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,492
shares
|
$4.97 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
18,472
shares
|
$4.96 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
18,456
shares
|
$4.96 Million
0.46% of portfolio
|
Q4 2024
Reduced 57.51%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
18,433
shares
|
$4.95 Million
0.58% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$4.93 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,310
shares
|
$4.92 Million
0.23% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
18,297
shares
|
$4.92 Million
1.3% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
18,276
shares
|
$4.91 Million
0.16% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
18,250
shares
|
$4.9 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
18,246
shares
|
$4.9 Million
0.18% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
18,155
shares
|
$4.88 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
18,151
shares
|
$4.88 Million
1.22% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
18,130
shares
|
$4.87 Million
0.28% of portfolio
|
Q1 2025
Added 6.8%
|