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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
14,329
shares
|
$3.88 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,311
shares
|
$3.88 Million
0.2% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
14,295
shares
|
$3.87 Million
1.58% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
14,291
shares
|
$3.87 Million
1.36% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
14,275
shares
|
$3.87 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
14,150
shares
|
$3.83 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
14,134
shares
|
$3.83 Million
0.12% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
14,114
shares
|
$3.82 Million
1.87% of portfolio
|
Q1 2025
Added 95.89%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
May 15, 2025 Q1 2025 |
14,073
shares
|
$3.81 Million
0.3% of portfolio
|
Q1 2025
Added 321.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
14,030
shares
|
$3.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
14,023
shares
|
$3.8 Million
1.99% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
14,001
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
14,000
shares
|
$3.79 Million
0.77% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
13,980
shares
|
$3.79 Million
0.17% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,914
shares
|
$3.77 Million
0.26% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
13,883
shares
|
$3.76 Million
0.12% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$3.73 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|
|
|
John G Ullman & Associates Inc
|
May 06, 2025 Q1 2025 |
13,761
shares
|
$3.73 Million
0.61% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,752
shares
|
$3.73 Million
0.78% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,647
shares
|
$3.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
13,569
shares
|
$3.68 Million
0.03% of portfolio
|
Q1 2025
Reduced 49.78%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
13,531
shares
|
$3.67 Million
0.13% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$3.6 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
13,202
shares
|
$3.58 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,202
shares
|
$3.58 Million
0.1% of portfolio
|
Q1 2025
Added 8.65%
|