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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
12,730
shares
|
$3.42 Million
0.2% of portfolio
|
Q4 2024
Reduced 11.02%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
12,690
shares
|
$3.41 Million
1.71% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
12,618
shares
|
$3.39 Million
0.84% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,580
shares
|
$3.38 Million
0.29% of portfolio
|
Q1 2025
Added 114263.64%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Feb 05, 2025 Q4 2024 |
12,525
shares
|
$3.37 Million
3.4% of portfolio
|
Q4 2024
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
12,504
shares
|
$3.36 Million
0.6% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,469
shares
|
$3.35 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
12,388
shares
|
$3.33 Million
0.53% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$3.32 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
12,342
shares
|
$3.32 Million
0.16% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
12,300
shares
|
$3.31 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
12,298
shares
|
$3.3 Million
1.34% of portfolio
|
Q1 2025
Added 396.89%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
12,283
shares
|
$3.3 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
12,234
shares
|
$3.29 Million
0.99% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
12,214
shares
|
$3.28 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$3.28 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
12,205
shares
|
$3.28 Million
1.63% of portfolio
|
Q4 2024
Reduced 5.51%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Apr 21, 2025 Q1 2025 |
12,191
shares
|
$3.28 Million
0.97% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
12,158
shares
|
$3.27 Million
0.22% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
12,136
shares
|
$3.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
12,134
shares
|
$3.26 Million
0.35% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
12,130
shares
|
$3.26 Million
0.34% of portfolio
|
Q1 2025
Added 30.73%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
12,100
shares
|
$3.25 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
12,067
shares
|
$3.24 Million
0.13% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
12,067
shares
|
$3.24 Million
2.34% of portfolio
|
Q4 2024
Added 0.12%
|