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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
18,065
shares
|
$4.89 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
17,994
shares
|
$4.87 Million
0.08% of portfolio
|
Q1 2025
Reduced 70.46%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
17,987
shares
|
$4.87 Million
3.51% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
17,947
shares
|
$4.86 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
17,941
shares
|
$4.86 Million
0.2% of portfolio
|
Q1 2025
Added 393.16%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
17,888
shares
|
$4.85 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
17,861
shares
|
$4.84 Million
0.35% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
17,820
shares
|
$4.83 Million
0.29% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
F
|
May 14, 2025 Q1 2025 |
17,805
shares
|
$4.82 Million
0.23% of portfolio
|
Q1 2025
Reduced 25.46%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
17,738
shares
|
$4.81 Million
0.18% of portfolio
|
Q1 2025
Added 127.85%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
17,681
shares
|
$4.79 Million
0.63% of portfolio
|
Q1 2025
Added 292.48%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
17,596
shares
|
$4.77 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
17,585
shares
|
$4.76 Million
0.85% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
17,572
shares
|
$4.76 Million
1.35% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
17,540
shares
|
$4.75 Million
0.21% of portfolio
|
Q1 2025
Added 17.84%
|
|
|
Baker Chad R
Perrysburg, OH |
Jul 11, 2025 Q2 2025 |
17,525
shares
|
$4.75 Million
0.93% of portfolio
|
Q1 2025
Added 99.37%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
17,520
shares
|
$4.75 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.45%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
17,466
shares
|
$4.73 Million
0.16% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$4.73 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
17,440
shares
|
$4.72 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
17,400
shares
|
$4.71 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
17,331
shares
|
$4.7 Million
0.25% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
17,290
shares
|
$4.68 Million
0.22% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
17,275
shares
|
$4.68 Million
0.31% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
17,238
shares
|
$4.67 Million
0.66% of portfolio
|
Q1 2025
Added 32.11%
|