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 |
|---|---|---|---|---|---|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,332
shares
|
$2.8 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Ov Management LLC
Minneapolis, MN |
May 13, 2025 Q1 2025 |
10,324
shares
|
$2.8 Million
1.3% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,323
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2025
Added 179.68%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,292
shares
|
$2.79 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.37%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
10,287
shares
|
$2.79 Million
0.28% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
10,271
shares
|
$2.78 Million
0.43% of portfolio
|
Q1 2025
Added 28.0%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
10,269
shares
|
$2.78 Million
0.54% of portfolio
|
Q1 2025
Reduced 59.78%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
10,261
shares
|
$2.78 Million
0.16% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
10,235
shares
|
$2.77 Million
0.03% of portfolio
|
Q1 2025
Added 198.74%
|
|
|
Scharf Investments, LLC
|
Apr 22, 2025 Q1 2025 |
10,233
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
10,224
shares
|
$2.77 Million
0.18% of portfolio
|
Q1 2025
Reduced 32.83%
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
10,223
shares
|
$2.77 Million
0.02% of portfolio
|
Q1 2025
Reduced 25.02%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
10,192
shares
|
$2.76 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
10,179
shares
|
$2.76 Million
0.19% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
May 12, 2025 Q1 2025 |
10,133
shares
|
$2.75 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
10,121
shares
|
$2.74 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
|
$2.74 Million
0.55% of portfolio
|
Q1 2025
Added 11.59%
|
|
|
Graphene Investments Sas
Paris, I0 |
Apr 24, 2025 Q1 2025 |
10,100
shares
|
$2.74 Million
1.98% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
10,073
shares
|
$2.73 Million
1.07% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
10,015
shares
|
$2.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
10,001
shares
|
$2.71 Million
1.3% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
May 14, 2025 Q1 2025 |
10,000
shares
|
$2.71 Million
0.61% of portfolio
|
Q4 2024
Reduced 71.8%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
9,964
shares
|
$2.7 Million
1.47% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,956
shares
|
$2.7 Million
0.03% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
9,945
shares
|
$2.69 Million
0.82% of portfolio
|
Q1 2025
Added 2.05%
|