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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,011
shares
|
$1.91 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
7,009
shares
|
$1.91 Million
0.02% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
7,000
shares
|
$1.91 Million
0.6% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
6,985
shares
|
$1.91 Million
0.05% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
6,982
shares
|
$1.91 Million
1.15% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
6,982
shares
|
$1.91 Million
0.99% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
6,981
shares
|
$1.91 Million
0.71% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,977
shares
|
$1.91 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$1.91 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
6,957
shares
|
$1.9 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
6,957
shares
|
$1.9 Million
0.2% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
6,941
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Apr 17, 2025 Q1 2025 |
6,927
shares
|
$1.89 Million
0.52% of portfolio
|
Q1 2025
Added 42.94%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
6,916
shares
|
$1.89 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
|
$1.89 Million
0.4% of portfolio
|
Q1 2025
Reduced 8.52%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,913
shares
|
$1.89 Million
0.29% of portfolio
|
Q1 2025
Added 65.34%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
May 14, 2025 Q1 2025 |
6,913
shares
|
$1.89 Million
2.24% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
6,910
shares
|
$1.89 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
|
$1.88 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$1.88 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,868
shares
|
$1.88 Million
0.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
6,852
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
6,838
shares
|
$1.87 Million
0.37% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Grandview Asset Management LLC
|
Apr 21, 2025 Q1 2025 |
6,832
shares
|
$1.87 Million
0.7% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
6,824
shares
|
$1.86 Million
0.41% of portfolio
|
Q1 2025
Added 0.25%
|