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 |
|---|---|---|---|---|---|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
17,182
shares
|
$4.65 Million
0.35% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,168
shares
|
$4.65 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$4.63 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,072
shares
|
$4.63 Million
0.19% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
16,991
shares
|
$4.6 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
16,986
shares
|
$4.6 Million
1.33% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,940
shares
|
$4.59 Million
0.53% of portfolio
|
Q1 2025
Added 20.04%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
16,863
shares
|
$4.57 Million
0.8% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
16,803
shares
|
$4.55 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
16,796
shares
|
$4.55 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
16,731
shares
|
$4.53 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,730
shares
|
$4.53 Million
1.78% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
16,646
shares
|
$4.51 Million
1.41% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,644
shares
|
$4.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
16,627
shares
|
$4.5 Million
0.23% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,571
shares
|
$4.49 Million
1.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,535
shares
|
$4.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
16,481
shares
|
$4.47 Million
0.88% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
16,466
shares
|
$4.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.86%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
16,408
shares
|
$4.45 Million
3.1% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
16,405
shares
|
$4.44 Million
1.81% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
16,324
shares
|
$4.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
16,230
shares
|
$4.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 38.11%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
May 12, 2025 Q1 2025 |
16,118
shares
|
$4.37 Million
1.52% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,106
shares
|
$4.36 Million
1.45% of portfolio
|
Q1 2025
Added 45.37%
|