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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
8,077
shares
|
$2.19 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,076
shares
|
$2.19 Million
0.96% of portfolio
|
Q4 2023
Added 18.23%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
8,055
shares
|
$2.18 Million
0.84% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
8,052
shares
|
$2.18 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
8,050
shares
|
$2.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
8,000
shares
|
$2.17 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
7,999
shares
|
$2.17 Million
0.44% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
May 14, 2025 Q1 2025 |
7,989
shares
|
$2.16 Million
1.97% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
7,987
shares
|
$2.16 Million
1.46% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
May 15, 2025 Q1 2025 |
7,975
shares
|
$2.16 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
7,968
shares
|
$2.16 Million
1.79% of portfolio
|
Q4 2022
Reduced 1.88%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
7,959
shares
|
$2.16 Million
1.24% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Rice Partnership, LLC
|
Apr 29, 2025 Q1 2025 |
7,942
shares
|
$2.15 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
7,930
shares
|
$2.15 Million
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
7,928
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
7,910
shares
|
$2.14 Million
0.73% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Chickasaw Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
7,900
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
7,899
shares
|
$2.14 Million
0.95% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,885
shares
|
$2.14 Million
0.02% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
7,876
shares
|
$2.13 Million
0.26% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
7,874
shares
|
$2.13 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Steinberg Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,843
shares
|
$2.12 Million
1.75% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Apr 16, 2025 Q1 2025 |
7,830
shares
|
$2.12 Million
0.26% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
7,812
shares
|
$2.12 Million
0.75% of portfolio
|
Q1 2025
Added 0.03%
|