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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
6,810
shares
|
$1.86 Million
0.21% of portfolio
|
Q1 2025
Added 6.94%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
6,809
shares
|
$1.86 Million
0.23% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
6,771
shares
|
$1.85 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,726
shares
|
$1.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 67.54%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
6,718
shares
|
$1.83 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
6,686
shares
|
$1.83 Million
0.56% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
6,675
shares
|
$1.82 Million
0.44% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,656
shares
|
$1.82 Million
0.14% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,647
shares
|
$1.82 Million
0.15% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
6,646
shares
|
$1.82 Million
0.36% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,643
shares
|
$1.81 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
6,640
shares
|
$1.81 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
6,629
shares
|
$1.81 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
6,622
shares
|
$1.81 Million
0.45% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
6,604
shares
|
$1.8 Million
0.37% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
6,598
shares
|
$1.8 Million
0.5% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
6,591
shares
|
$1.8 Million
0.22% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$1.8 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
6,570
shares
|
$1.79 Million
0.33% of portfolio
|
Q1 2025
Added 31.4%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
6,545
shares
|
$1.79 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
6,542
shares
|
$1.79 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,538
shares
|
$1.79 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,535
shares
|
$1.78 Million
0.3% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,525
shares
|
$1.78 Million
0.05% of portfolio
|
Q1 2025
Reduced 94.3%
|