Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,377 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,119
shares
|
$1.85 Million
0.92% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
7,113
shares
|
$1.85 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
|
$1.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
7,103
shares
|
$1.85 Million
0.78% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,082
shares
|
$1.84 Million
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,011
shares
|
$1.82 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
7,009
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
7,000
shares
|
$1.82 Million
0.6% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
7,000
shares
|
$1.82 Million
1.01% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
6,985
shares
|
$1.82 Million
0.05% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
6,982
shares
|
$1.81 Million
1.15% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,977
shares
|
$1.81 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$1.81 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
6,957
shares
|
$1.81 Million
0.2% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6,951
shares
|
$1.81 Million
0.37% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
6,941
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
6,916
shares
|
$1.8 Million
0.62% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
6,915
shares
|
$1.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,913
shares
|
$1.8 Million
0.29% of portfolio
|
Q1 2025
Added 65.34%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
May 14, 2025 Q1 2025 |
6,913
shares
|
$1.8 Million
2.24% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
6,910
shares
|
$1.8 Million
0.62% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$1.79 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|