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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,344
shares
|
$2.51 Million
0.27% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
9,339
shares
|
$2.51 Million
0.69% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
9,325
shares
|
$2.51 Million
2.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
9,315
shares
|
$2.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
9,265
shares
|
$2.49 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
9,244
shares
|
$2.48 Million
0.52% of portfolio
|
Q1 2025
Added 25.75%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,231
shares
|
$2.48 Million
0.31% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,209
shares
|
$2.47 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,190
shares
|
$2.47 Million
0.18% of portfolio
|
Q1 2025
Added 413.69%
|
|
|
Parametrica Management LTD
|
Feb 11, 2025 Q4 2024 |
9,172
shares
|
$2.46 Million
4.09% of portfolio
|
Q4 2024
Added 36.9%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
9,154
shares
|
$2.46 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
9,150
shares
|
$2.46 Million
1.08% of portfolio
|
Q4 2023
Added 94.68%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
9,089
shares
|
$2.44 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.44 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
9,045
shares
|
$2.43 Million
0.7% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,991
shares
|
$2.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,989
shares
|
$2.42 Million
0.65% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
8,913
shares
|
$2.4 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
8,911
shares
|
$2.39 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
8,910
shares
|
$2.39 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.39 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
8,833
shares
|
$2.37 Million
0.25% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
8,810
shares
|
$2.37 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
8,807
shares
|
$2.37 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.94%
|