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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
17,275
shares
|
$4.64 Million
0.31% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
17,217
shares
|
$4.63 Million
1.48% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
17,208
shares
|
$4.62 Million
1.76% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Oak Associates LTD
Akron, OH |
Feb 13, 2025 Q4 2024 |
17,181
shares
|
$4.62 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
17,179
shares
|
$4.62 Million
0.2% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
17,167
shares
|
$4.61 Million
0.36% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$4.6 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
17,036
shares
|
$4.58 Million
0.59% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
17,020
shares
|
$4.57 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,007
shares
|
$4.57 Million
1.07% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
16,991
shares
|
$4.57 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
16,982
shares
|
$4.56 Million
1.37% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Optas, LLC
|
Apr 17, 2025 Q1 2025 |
16,863
shares
|
$4.53 Million
0.8% of portfolio
|
Q1 2025
Reduced 25.09%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
16,811
shares
|
$4.52 Million
0.23% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
16,738
shares
|
$4.5 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Rba Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,730
shares
|
$4.5 Million
1.78% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
16,646
shares
|
$4.47 Million
1.41% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Pinnbrook Capital Management LP
|
Jan 31, 2025 Q4 2024 |
16,628
shares
|
$4.47 Million
0.59% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
16,627
shares
|
$4.47 Million
0.23% of portfolio
|
Q1 2025
Added 12.95%
|
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
16,571
shares
|
$4.45 Million
1.06% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Apr 21, 2025 Q1 2025 |
16,408
shares
|
$4.41 Million
3.1% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
16,405
shares
|
$4.41 Million
1.81% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
16,343
shares
|
$4.39 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
16,327
shares
|
$4.39 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
16,324
shares
|
$4.39 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.09%
|