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 |
|---|---|---|---|---|---|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
7,812
shares
|
$2.12 Million
1.03% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 02, 2025 Q1 2025 |
7,775
shares
|
$2.11 Million
0.28% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
7,765
shares
|
$2.1 Million
0.32% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
7,764
shares
|
$2.1 Million
1.06% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,753
shares
|
$2.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$2.1 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
7,737
shares
|
$2.1 Million
0.08% of portfolio
|
Q1 2025
Added 567.56%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,735
shares
|
$2.1 Million
0.12% of portfolio
|
Q1 2025
Added 91.41%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
7,716
shares
|
$2.09 Million
0.49% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Navalign, LLC
|
Apr 29, 2025 Q1 2025 |
7,712
shares
|
$2.09 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
7,697
shares
|
$2.09 Million
0.71% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
7,682
shares
|
$2.08 Million
0.83% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
7,679
shares
|
$2.08 Million
0.42% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
7,668
shares
|
$2.08 Million
0.59% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
7,663
shares
|
$2.08 Million
0.21% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Fcg Investment CO
Germantown, TN |
May 13, 2025 Q1 2025 |
7,654
shares
|
$2.07 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
7,648
shares
|
$2.07 Million
0.57% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
7,642
shares
|
$2.07 Million
0.42% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
7,642
shares
|
$2.07 Million
1.26% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Kidder Stephen W
|
May 06, 2025 Q1 2025 |
7,642
shares
|
$2.07 Million
0.66% of portfolio
|
Q1 2025
Added 94.55%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
7,636
shares
|
$2.07 Million
0.13% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$2.06 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
7,547
shares
|
$2.04 Million
1.29% of portfolio
|
Q1 2025
Added 48.86%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$2.04 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,500
shares
|
$2.03 Million
0.39% of portfolio
|
Q1 2023
Added 138.1%
|