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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,851
shares
|
$3.21 Million
0.48% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
11,813
shares
|
$3.2 Million
0.21% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
11,807
shares
|
$3.2 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
11,799
shares
|
$3.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Mirabella Financial Services LLP
London, X0 |
May 15, 2025 Q1 2025 |
11,751
shares
|
$3.18 Million
0.14% of portfolio
|
Q1 2025
Added 1136.95%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
May 13, 2025 Q1 2025 |
11,725
shares
|
$3.18 Million
2.18% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
11,719
shares
|
$3.17 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
11,714
shares
|
$3.17 Million
1.29% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
11,700
shares
|
$3.17 Million
0.88% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Railway Pension Investments LTD
London, X0 |
May 12, 2025 Q1 2025 |
11,700
shares
|
$3.17 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gs Investments, Inc.
|
May 08, 2025 Q1 2025 |
11,698
shares
|
$3.17 Million
1.48% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
11,692
shares
|
$3.17 Million
0.05% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
11,678
shares
|
$3.16 Million
1.82% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
11,660
shares
|
$3.16 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,621
shares
|
$3.15 Million
0.52% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,559
shares
|
$3.13 Million
0.48% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
True North Advisors, LLC
|
May 12, 2025 Q1 2025 |
11,555
shares
|
$3.13 Million
0.56% of portfolio
|
Q1 2025
Reduced 17.16%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,512
shares
|
$3.12 Million
0.5% of portfolio
|
Q1 2025
Added 11.35%
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
11,451
shares
|
$3.1 Million
0.2% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
11,435
shares
|
$3.1 Million
0.33% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$3.09 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
11,399
shares
|
$3.09 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,391
shares
|
$3.09 Million
0.1% of portfolio
|
Q1 2025
Added 26.69%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
11,386
shares
|
$3.08 Million
1.3% of portfolio
|
Q1 2025
New holding
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
11,329
shares
|
$3.07 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.54%
|