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 |
|---|---|---|---|---|---|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
7,500
shares
|
$2.05 Million
0.76% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,453
shares
|
$2.04 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
7,443
shares
|
$2.03 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
7,425
shares
|
$2.03 Million
0.25% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
7,423
shares
|
$2.03 Million
0.19% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
7,414
shares
|
$2.02 Million
0.55% of portfolio
|
Q1 2025
Added 65.12%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$2.02 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
7,384
shares
|
$2.02 Million
0.9% of portfolio
|
Q1 2025
Reduced 33.51%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
7,367
shares
|
$2.01 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
7,362
shares
|
$2.01 Million
0.25% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,342
shares
|
$2.01 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
7,335
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Hudson Canyon Capital Management
New York, NY |
May 12, 2025 Q1 2025 |
7,325
shares
|
$2 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Stoneridge Investment Partners LLC
|
May 14, 2025 Q1 2025 |
7,324
shares
|
$2 Million
1.66% of portfolio
|
Q1 2025
Reduced 49.51%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
7,315
shares
|
$2 Million
1.17% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
7,299
shares
|
$1.99 Million
0.19% of portfolio
|
Q4 2024
Added 41.62%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
7,298
shares
|
$1.99 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
7,296
shares
|
$1.99 Million
0.28% of portfolio
|
Q1 2025
Added 30.12%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
7,292
shares
|
$1.99 Million
1.43% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
7,267
shares
|
$1.98 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
7,260
shares
|
$1.98 Million
0.91% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
7,246
shares
|
$1.98 Million
0.61% of portfolio
|
Q4 2024
Added 88.7%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
7,246
shares
|
$1.98 Million
0.35% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
7,245
shares
|
$1.98 Million
0.38% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
7,241
shares
|
$1.98 Million
0.27% of portfolio
|
Q1 2025
Added 10.16%
|