Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,378 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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,266
shares
|
$2.76 Million
0.14% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
10,235
shares
|
$2.75 Million
0.03% of portfolio
|
Q1 2025
Added 198.74%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
10,233
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
10,215
shares
|
$2.74 Million
0.3% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Feb 14, 2025 Q4 2024 |
10,200
shares
|
$2.74 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
10,199
shares
|
$2.74 Million
0.14% of portfolio
|
Q4 2024
Added 29040.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,192
shares
|
$2.74 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,179
shares
|
$2.74 Million
0.19% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Feb 26, 2025 Q4 2024 |
10,143
shares
|
$2.73 Million
1.37% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,134
shares
|
$2.72 Million
0.3% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,121
shares
|
$2.72 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
10,121
shares
|
$2.72 Million
0.55% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Feb 04, 2025 Q4 2024 |
10,108
shares
|
$2.72 Million
2.22% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Graphene Investments Sas
Paris, I0 |
Apr 24, 2025 Q1 2025 |
10,100
shares
|
$2.71 Million
1.98% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,091
shares
|
$2.71 Million
0.15% of portfolio
|
Q4 2024
Added 40.43%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,073
shares
|
$2.71 Million
0.34% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,073
shares
|
$2.71 Million
1.07% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
10,022
shares
|
$2.69 Million
0.03% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
10,015
shares
|
$2.69 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
10,010
shares
|
$2.69 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
10,006
shares
|
$2.69 Million
1.77% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$2.69 Million
0.72% of portfolio
|
Q4 2024
Reduced 71.8%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,956
shares
|
$2.68 Million
0.03% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
9,945
shares
|
$2.67 Million
0.82% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
9,932
shares
|
$2.67 Million
0.05% of portfolio
|
Q4 2024
Added 6.84%
|