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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
9,345
shares
|
$2.53 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,344
shares
|
$2.53 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
|
$2.53 Million
0.69% of portfolio
|
Q1 2025
Reduced 29.19%
|
|
|
Aperture Investors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,338
shares
|
$2.53 Million
0.39% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
9,331
shares
|
$2.53 Million
1.33% of portfolio
|
Q1 2025
Reduced 34.95%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
May 15, 2025 Q1 2025 |
9,330
shares
|
$2.53 Million
0.47% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Apr 30, 2025 Q1 2025 |
9,325
shares
|
$2.53 Million
2.13% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
9,320
shares
|
$2.52 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
High Vista Strategies LLC
Boston, MA |
May 15, 2025 Q1 2025 |
9,285
shares
|
$2.52 Million
1.08% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
9,281
shares
|
$2.51 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
9,259
shares
|
$2.51 Million
0.19% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
9,251
shares
|
$2.51 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Aft, Forsyth & Sober, LLC
|
May 12, 2025 Q1 2025 |
9,250
shares
|
$2.51 Million
0.91% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
9,231
shares
|
$2.5 Million
0.31% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
9,230
shares
|
$2.5 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,190
shares
|
$2.49 Million
0.18% of portfolio
|
Q1 2025
Added 413.69%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
9,150
shares
|
$2.48 Million
0.34% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
May 15, 2025 Q1 2025 |
9,100
shares
|
$2.47 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
9,098
shares
|
$2.46 Million
0.24% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
9,089
shares
|
$2.46 Million
0.49% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.46 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
9,055
shares
|
$2.45 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Verde Capital Management
|
Jul 07, 2025 Q2 2025 |
9,051
shares
|
$2.45 Million
0.64% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
9,000
shares
|
$2.44 Million
0.57% of portfolio
|
Q1 2025
Added 63.64%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
8,998
shares
|
$2.44 Million
0.65% of portfolio
|
Q2 2025
Added 3.2%
|