Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,354 institutions that hold shares in the stock, with a total of 768 Million shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,466
shares
|
$2.31 Million
0.16% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
8,444
shares
|
$2.31 Million
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
8,437
shares
|
$2.3 Million
0.67% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,434
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,392
shares
|
$2.29 Million
0.27% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
8,390
shares
|
$2.29 Million
0.98% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,382
shares
|
$2.29 Million
0.08% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
8,375
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 24.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,324
shares
|
$2.27 Million
0.01% of portfolio
|
Q1 2025
Added 5.39%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,310
shares
|
$2.27 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
8,300
shares
|
$2.27 Million
1.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Apr 25, 2025 Q1 2025 |
8,294
shares
|
$2.27 Million
1.94% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Compton Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
8,289
shares
|
$2.26 Million
0.63% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
8,265
shares
|
$2.26 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
|
$2.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 57.83%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,253
shares
|
$2.25 Million
0.24% of portfolio
|
Q1 2025
Added 239.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$2.24 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
8,190
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Reduced 51.88%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
8,142
shares
|
$2.22 Million
0.88% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
8,125
shares
|
$2.22 Million
0.66% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
8,123
shares
|
$2.22 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
8,101
shares
|
$2.21 Million
0.87% of portfolio
|
Q1 2025
Added 283.75%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
8,092
shares
|
$2.21 Million
0.39% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$2.21 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
8,077
shares
|
$2.21 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.04%
|