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 |
|---|---|---|---|---|---|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
12,060
shares
|
$3.24 Million
0.87% of portfolio
|
Q1 2025
Added 1027.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
12,050
shares
|
$3.24 Million
0.22% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,025
shares
|
$3.23 Million
0.03% of portfolio
|
Q4 2024
Added 584.79%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
12,015
shares
|
$3.23 Million
0.28% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,982
shares
|
$3.22 Million
0.74% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$3.21 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,950
shares
|
$3.21 Million
0.09% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
11,905
shares
|
$3.2 Million
0.24% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$3.19 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
11,822
shares
|
$3.18 Million
1.84% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Apr 03, 2025 Q1 2025 |
11,822
shares
|
$3.18 Million
0.44% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
11,807
shares
|
$3.17 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
11,799
shares
|
$3.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
Feb 05, 2025 Q4 2024 |
11,750
shares
|
$3.16 Million
2.78% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Apr 10, 2025 Q1 2025 |
11,719
shares
|
$3.15 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
11,707
shares
|
$3.15 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
11,700
shares
|
$3.14 Million
0.88% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
11,696
shares
|
$3.14 Million
2.42% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
11,694
shares
|
$3.14 Million
1.77% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Cohen Investment Advisors LLC
|
Apr 28, 2025 Q1 2025 |
11,678
shares
|
$3.14 Million
1.82% of portfolio
|
Q1 2025
Reduced 95.55%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
11,671
shares
|
$3.14 Million
0.32% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
11,621
shares
|
$3.12 Million
0.52% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
11,588
shares
|
$3.11 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
11,576
shares
|
$3.11 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.67%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,512
shares
|
$3.09 Million
0.5% of portfolio
|
Q1 2025
Added 11.35%
|