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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
7,241
shares
|
$1.96 Million
0.27% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
7,240
shares
|
$1.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 87.01%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,235
shares
|
$1.96 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,226
shares
|
$1.96 Million
0.19% of portfolio
|
Q1 2025
Added 776.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7,220
shares
|
$1.96 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
7,208
shares
|
$1.95 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
7,200
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
7,199
shares
|
$1.95 Million
0.42% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
7,193
shares
|
$1.95 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$1.95 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
7,188
shares
|
$1.95 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
7,182
shares
|
$1.95 Million
0.16% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
7,178
shares
|
$1.94 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
7,169
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
7,164
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,163
shares
|
$1.94 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
7,162
shares
|
$1.94 Million
0.64% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
7,144
shares
|
$1.94 Million
0.19% of portfolio
|
Q1 2025
Reduced 70.81%
|
|
|
Glynn Capital Management LLC
|
May 06, 2025 Q1 2025 |
7,143
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
7,127
shares
|
$1.93 Million
0.51% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Ellevest, Inc.
|
May 14, 2025 Q1 2025 |
7,120
shares
|
$1.93 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,119
shares
|
$1.93 Million
0.92% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
7,113
shares
|
$1.93 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
7,109
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
7,103
shares
|
$1.92 Million
0.78% of portfolio
|
Q1 2025
Added 3.89%
|