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 |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
9,922
shares
|
$2.67 Million
0.5% of portfolio
|
Q1 2025
Added 26.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,919
shares
|
$2.67 Million
0.18% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
9,876
shares
|
$2.65 Million
1.48% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
9,864
shares
|
$2.65 Million
1.65% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Norway Savings Bank
|
Apr 22, 2025 Q1 2025 |
9,846
shares
|
$2.65 Million
1.52% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,733
shares
|
$2.62 Million
0.11% of portfolio
|
Q4 2024
Added 21.75%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,684
shares
|
$2.6 Million
0.07% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Feb 14, 2025 Q4 2024 |
9,656
shares
|
$2.59 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9,644
shares
|
$2.59 Million
0.47% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
High Vista Strategies LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,585
shares
|
$2.58 Million
1.32% of portfolio
|
Q4 2024
Reduced 42.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
9,579
shares
|
$2.57 Million
0.19% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.57 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.57 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
9,536
shares
|
$2.56 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
9,485
shares
|
$2.55 Million
0.9% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
9,479
shares
|
$2.55 Million
0.44% of portfolio
|
Q1 2025
Added 353.76%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
9,463
shares
|
$2.54 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
9,450
shares
|
$2.54 Million
1.27% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
9,450
shares
|
$2.54 Million
0.35% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
9,436
shares
|
$2.54 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
9,427
shares
|
$2.53 Million
2.77% of portfolio
|
Q1 2025
Added 9.46%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
9,417
shares
|
$2.53 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
|
$2.53 Million
0.39% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
9,395
shares
|
$2.52 Million
0.04% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,345
shares
|
$2.51 Million
0.12% of portfolio
|
Q1 2025
New holding
|