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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
9,922
shares
|
$2.69 Million
0.5% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
9,900
shares
|
$2.68 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
9,826
shares
|
$2.66 Million
1.21% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,786
shares
|
$2.65 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Element Capital Management LLC
New York, NY |
May 13, 2025 Q1 2025 |
9,712
shares
|
$2.63 Million
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
9,698
shares
|
$2.63 Million
1.09% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
9,692
shares
|
$2.63 Million
0.51% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9,644
shares
|
$2.61 Million
0.47% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
9,622
shares
|
$2.61 Million
0.62% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,579
shares
|
$2.6 Million
0.19% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.59 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.59 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
9,533
shares
|
$2.58 Million
0.14% of portfolio
|
Q1 2025
Reduced 29.76%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
9,526
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
9,510
shares
|
$2.58 Million
0.24% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
9,486
shares
|
$2.57 Million
0.68% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
9,485
shares
|
$2.57 Million
0.9% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
9,479
shares
|
$2.57 Million
0.44% of portfolio
|
Q1 2025
Added 353.76%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
9,459
shares
|
$2.56 Million
0.11% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
9,450
shares
|
$2.56 Million
1.02% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
9,436
shares
|
$2.56 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
9,427
shares
|
$2.55 Million
2.77% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
9,417
shares
|
$2.55 Million
0.14% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
9,416
shares
|
$2.55 Million
0.39% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Maytus Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,371
shares
|
$2.54 Million
0.89% of portfolio
|
Q1 2025
Reduced 67.69%
|