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 |
|---|---|---|---|---|---|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,104
shares
|
$4.36 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$4.36 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$4.35 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
16,039
shares
|
$4.35 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
16,009
shares
|
$4.34 Million
0.41% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
16,003
shares
|
$4.34 Million
0.16% of portfolio
|
Q1 2025
Added 104.77%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
15,999
shares
|
$4.33 Million
0.85% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
15,962
shares
|
$4.32 Million
0.22% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
15,937
shares
|
$4.32 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
15,924
shares
|
$4.31 Million
0.36% of portfolio
|
Q2 2025
Added 32.53%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
15,837
shares
|
$4.29 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$4.25 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
15,649
shares
|
$4.24 Million
0.23% of portfolio
|
Q1 2025
Added 2225.26%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
May 15, 2025 Q1 2025 |
15,624
shares
|
$4.23 Million
0.16% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
15,596
shares
|
$4.23 Million
1.48% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
15,533
shares
|
$4.21 Million
0.83% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
15,458
shares
|
$4.19 Million
0.5% of portfolio
|
Q1 2025
Reduced 32.5%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
15,451
shares
|
$4.19 Million
1.72% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
15,425
shares
|
$4.18 Million
3.91% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,366
shares
|
$4.16 Million
0.15% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15,336
shares
|
$4.15 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$4.14 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
15,251
shares
|
$4.13 Million
0.86% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,226
shares
|
$4.13 Million
1.31% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
15,189
shares
|
$4.12 Million
0.74% of portfolio
|
Q1 2025
Added 77.63%
|