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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
6,193
shares
|
$1.69 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
6,192
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
6,169
shares
|
$1.68 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,155
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
6,148
shares
|
$1.68 Million
0.32% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
6,145
shares
|
$1.68 Million
0.22% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
6,116
shares
|
$1.67 Million
0.37% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,114
shares
|
$1.67 Million
0.23% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,106
shares
|
$1.67 Million
0.18% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,105
shares
|
$1.67 Million
0.42% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
6,097
shares
|
$1.67 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.93%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,082
shares
|
$1.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
6,070
shares
|
$1.66 Million
1.35% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
6,069
shares
|
$1.66 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
6,061
shares
|
$1.66 Million
0.26% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,045
shares
|
$1.65 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
6,043
shares
|
$1.65 Million
0.27% of portfolio
|
Q1 2025
Added 34.05%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,023
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,014
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2025
Added 411.39%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,007
shares
|
$1.64 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
6,000
shares
|
$1.64 Million
0.45% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
5,989
shares
|
$1.64 Million
0.61% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
5,988
shares
|
$1.64 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
5,981
shares
|
$1.63 Million
0.84% of portfolio
|
Q1 2025
Added 117.18%
|
|
|
Granite Shares Advisors LLC
|
Apr 16, 2025 Q1 2025 |
5,974
shares
|
$1.63 Million
1.13% of portfolio
|
Q1 2025
Added 2.15%
|