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 |
|---|---|---|---|---|---|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,511
shares
|
$1.78 Million
2.27% of portfolio
|
Q1 2025
Added 102.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,505
shares
|
$1.78 Million
0.29% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Deltec Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
6,500
shares
|
$1.78 Million
0.4% of portfolio
|
Q2 2024
Added 36.84%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
6,498
shares
|
$1.77 Million
1.38% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,494
shares
|
$1.77 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.68%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,461
shares
|
$1.76 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,456
shares
|
$1.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
6,435
shares
|
$1.76 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
6,435
shares
|
$1.76 Million
0.25% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Tealwood Asset Management Inc
|
Apr 11, 2025 Q1 2025 |
6,419
shares
|
$1.75 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
6,396
shares
|
$1.75 Million
1.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
6,394
shares
|
$1.75 Million
0.85% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
6,373
shares
|
$1.74 Million
1.04% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
6,371
shares
|
$1.74 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
6,351
shares
|
$1.73 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
6,345
shares
|
$1.73 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
6,343
shares
|
$1.73 Million
1.53% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Bard Financial Services, Inc.
|
Apr 15, 2025 Q1 2025 |
6,325
shares
|
$1.73 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,325
shares
|
$1.73 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$1.72 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
6,275
shares
|
$1.71 Million
0.98% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
6,252
shares
|
$1.71 Million
0.15% of portfolio
|
Q1 2025
Added 58.76%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
6,214
shares
|
$1.7 Million
0.59% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,211
shares
|
$1.7 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.3%
|