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 |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
11,323
shares
|
$3.07 Million
1.36% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,302
shares
|
$3.06 Million
0.23% of portfolio
|
Q1 2025
Added 113.37%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
11,228
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
11,193
shares
|
$3.03 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
11,186
shares
|
$3.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 70.9%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11,138
shares
|
$3.02 Million
0.15% of portfolio
|
Q1 2025
Added 395.46%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
11,136
shares
|
$3.02 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
11,124
shares
|
$3.01 Million
0.88% of portfolio
|
Q1 2025
Added 99.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
11,118
shares
|
$3.01 Million
0.25% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
May 15, 2025 Q1 2025 |
11,074
shares
|
$3 Million
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$3 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
11,054
shares
|
$2.99 Million
0.33% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
11,053
shares
|
$2.99 Million
1.22% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
11,033
shares
|
$2.99 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
11,027
shares
|
$2.99 Million
0.1% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$2.99 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
|
Freemont Management S.A.
|
May 06, 2025 Q1 2025 |
11,000
shares
|
$2.98 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
M & L Capital Management LTD
London, X0 |
Jul 07, 2025 Q2 2025 |
11,000
shares
|
$2.98 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
10,981
shares
|
$2.97 Million
0.38% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
10,926
shares
|
$2.96 Million
0.24% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
10,910
shares
|
$2.96 Million
1.13% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
10,884
shares
|
$2.95 Million
1.12% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
10,867
shares
|
$2.94 Million
0.5% of portfolio
|
Q3 2023
Added 579.19%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
10,862
shares
|
$2.94 Million
1.55% of portfolio
|
Q2 2025
Added 10.32%
|