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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
8,585
shares
|
$2.33 Million
1.01% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
8,544
shares
|
$2.31 Million
0.51% of portfolio
|
Q1 2025
Added 12.51%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,528
shares
|
$2.31 Million
0.16% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8,510
shares
|
$2.31 Million
0.14% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
8,494
shares
|
$2.3 Million
0.4% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
8,470
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 88.22%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,466
shares
|
$2.29 Million
0.16% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
8,444
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,434
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
8,415
shares
|
$2.28 Million
0.5% of portfolio
|
Q2 2025
Added 60.16%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,392
shares
|
$2.27 Million
0.27% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,382
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,375
shares
|
$2.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,324
shares
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,310
shares
|
$2.25 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,300
shares
|
$2.25 Million
1.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
8,265
shares
|
$2.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
8,257
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.83%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,253
shares
|
$2.24 Million
0.24% of portfolio
|
Q1 2025
Added 239.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$2.22 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
8,190
shares
|
$2.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
8,142
shares
|
$2.21 Million
0.88% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
8,125
shares
|
$2.2 Million
0.66% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
8,101
shares
|
$2.19 Million
0.87% of portfolio
|
Q1 2025
Added 283.75%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,092
shares
|
$2.19 Million
0.39% of portfolio
|
Q4 2024
Added 1.99%
|