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 |
|---|---|---|---|---|---|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
12,352
shares
|
$3.35 Million
0.88% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
12,342
shares
|
$3.34 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
12,329
shares
|
$3.34 Million
0.46% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
12,305
shares
|
$3.33 Million
2.35% of portfolio
|
Q1 2025
Added 21.74%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
12,298
shares
|
$3.33 Million
1.34% of portfolio
|
Q1 2025
Added 396.89%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
12,288
shares
|
$3.33 Million
0.61% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
12,283
shares
|
$3.33 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
12,239
shares
|
$3.32 Million
1.99% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,214
shares
|
$3.31 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$3.31 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
12,207
shares
|
$3.31 Million
2.51% of portfolio
|
Q1 2025
Added 7209.58%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
12,191
shares
|
$3.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
12,169
shares
|
$3.3 Million
0.12% of portfolio
|
Q1 2025
Added 123.37%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
12,158
shares
|
$3.29 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
12,134
shares
|
$3.29 Million
0.35% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
12,130
shares
|
$3.29 Million
0.34% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
12,060
shares
|
$3.27 Million
0.87% of portfolio
|
Q1 2025
Added 1027.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,050
shares
|
$3.26 Million
0.22% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
12,018
shares
|
$3.26 Million
0.1% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,982
shares
|
$3.25 Million
0.74% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$3.24 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
11,954
shares
|
$3.24 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,950
shares
|
$3.24 Million
0.09% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
11,876
shares
|
$3.22 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$3.21 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|