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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
8,989
shares
|
$2.44 Million
0.65% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,977
shares
|
$2.43 Million
0.15% of portfolio
|
Q1 2025
Added 22.0%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
8,971
shares
|
$2.43 Million
0.05% of portfolio
|
Q1 2025
Added 42.62%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,957
shares
|
$2.43 Million
0.87% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
8,916
shares
|
$2.42 Million
0.23% of portfolio
|
Q2 2025
Reduced 74.33%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
8,913
shares
|
$2.41 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
8,901
shares
|
$2.41 Million
0.7% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,896
shares
|
$2.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 73.76%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.41 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
8,849
shares
|
$2.4 Million
0.3% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Herbst Group, LLC
Westport, CT |
Apr 11, 2025 Q1 2025 |
8,810
shares
|
$2.39 Million
1.78% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Apr 18, 2025 Q1 2025 |
8,807
shares
|
$2.39 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,798
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2025
Added 1203.41%
|
|
|
Carmignac Gestion
Paris, I0 |
May 14, 2025 Q1 2025 |
8,792
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Added 87.66%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
8,788
shares
|
$2.38 Million
0.19% of portfolio
|
Q1 2025
Added 12.96%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
8,760
shares
|
$2.37 Million
1.98% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
8,745
shares
|
$2.37 Million
1.3% of portfolio
|
Q1 2025
Added 79.68%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
8,738
shares
|
$2.37 Million
0.06% of portfolio
|
Q1 2025
Added 44.05%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
8,720
shares
|
$2.36 Million
0.62% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
8,688
shares
|
$2.35 Million
1.91% of portfolio
|
Q1 2025
New holding
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.34 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
8,637
shares
|
$2.34 Million
0.39% of portfolio
|
Q2 2025
Added 116.47%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
8,609
shares
|
$2.33 Million
1.83% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
8,590
shares
|
$2.33 Million
1.17% of portfolio
|
Q4 2024
Added 0.23%
|