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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
6,591
shares
|
$1.71 Million
0.22% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$1.71 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Morangie Management LLC
New York, NY |
Jul 16, 2025 Q2 2025 |
6,575
shares
|
$1.71 Million
1.56% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
6,570
shares
|
$1.71 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
|
$1.7 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,542
shares
|
$1.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,538
shares
|
$1.7 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
May 14, 2025 Q1 2025 |
6,525
shares
|
$1.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 94.3%
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,511
shares
|
$1.69 Million
2.27% of portfolio
|
Q1 2025
Added 102.46%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
6,505
shares
|
$1.69 Million
0.29% of portfolio
|
Q1 2025
Added 26.09%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
6,466
shares
|
$1.68 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
6,461
shares
|
$1.68 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,456
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.34%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Jul 15, 2025 Q2 2025 |
6,451
shares
|
$1.68 Million
1.28% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,438
shares
|
$1.67 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
6,435
shares
|
$1.67 Million
0.25% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
6,396
shares
|
$1.66 Million
1.06% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
6,394
shares
|
$1.66 Million
0.85% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
6,386
shares
|
$1.66 Million
0.69% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
May 07, 2025 Q1 2025 |
6,373
shares
|
$1.66 Million
1.04% of portfolio
|
Q1 2025
Added 27.64%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
6,371
shares
|
$1.66 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
Jun 04, 2025 Q1 2025 |
6,366
shares
|
$1.65 Million
0.93% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
6,351
shares
|
$1.65 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
6,345
shares
|
$1.65 Million
1.22% of portfolio
|
Q1 2025
New holding
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
6,343
shares
|
$1.65 Million
1.53% of portfolio
|
Q1 2025
Added 21.1%
|