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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
15,386
shares
|
$4.13 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,366
shares
|
$4.13 Million
0.15% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,327
shares
|
$4.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
15,296
shares
|
$4.11 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.23%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$4.11 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
15,251
shares
|
$4.1 Million
0.86% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
15,221
shares
|
$4.09 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
15,173
shares
|
$4.08 Million
1.74% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
15,141
shares
|
$4.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
15,117
shares
|
$4.06 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
15,106
shares
|
$4.06 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
15,089
shares
|
$4.05 Million
0.39% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
15,072
shares
|
$4.05 Million
1.71% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
15,054
shares
|
$4.05 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
15,026
shares
|
$4.04 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
15,020
shares
|
$4.04 Million
0.99% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Feb 12, 2025 Q4 2024 |
15,001
shares
|
$4.03 Million
2.19% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
15,000
shares
|
$4.03 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
14,927
shares
|
$4.01 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$4.01 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
14,884
shares
|
$4 Million
0.25% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
14,796
shares
|
$3.98 Million
1.36% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Wright Investors Service Inc
|
Apr 09, 2025 Q1 2025 |
14,790
shares
|
$3.97 Million
1.35% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
14,659
shares
|
$3.94 Million
1.59% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Aperture Investors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,615
shares
|
$3.93 Million
0.75% of portfolio
|
Q1 2024
Reduced 17.83%
|