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 |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
11,451
shares
|
$3.08 Million
0.2% of portfolio
|
Q1 2025
Added 15.54%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
11,435
shares
|
$3.07 Million
0.33% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$3.07 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
11,329
shares
|
$3.04 Million
1.37% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
11,221
shares
|
$3.02 Million
0.29% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,189
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2024
Added 137.41%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,160
shares
|
$3 Million
0.59% of portfolio
|
Q4 2024
Added 146.79%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
11,124
shares
|
$2.99 Million
0.88% of portfolio
|
Q1 2025
Added 99.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,124
shares
|
$2.99 Million
0.12% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
11,106
shares
|
$2.98 Million
1.36% of portfolio
|
Q4 2024
Reduced 30.76%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
11,100
shares
|
$2.98 Million
0.28% of portfolio
|
Q4 2024
Reduced 21.28%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
11,094
shares
|
$2.98 Million
0.27% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Accuvest Global Advisors
Provo, UT |
Jan 31, 2025 Q4 2024 |
11,071
shares
|
$2.97 Million
5.23% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$2.97 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
11,026
shares
|
$2.96 Million
0.05% of portfolio
|
Q4 2024
Added 26.71%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$2.96 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11,018
shares
|
$2.96 Million
1.45% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Katamaran Capital LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
11,009
shares
|
$2.96 Million
4.68% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,000
shares
|
$2.96 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
10,981
shares
|
$2.95 Million
0.38% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
10,966
shares
|
$2.95 Million
0.24% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|
|
|
Symmetry Investments LP
|
Feb 14, 2025 Q4 2024 |
10,923
shares
|
$2.94 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
10,901
shares
|
$2.93 Million
1.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
10,874
shares
|
$2.92 Million
0.84% of portfolio
|
Q4 2024
Reduced 38.24%
|