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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,325
shares
|
$1.64 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
6,275
shares
|
$1.63 Million
0.98% of portfolio
|
Q1 2025
Added 11.69%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.63 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
|
$1.62 Million
0.15% of portfolio
|
Q1 2025
Added 58.76%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,241
shares
|
$1.62 Million
0.13% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Augustine Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
6,228
shares
|
$1.62 Million
0.48% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
6,224
shares
|
$1.62 Million
0.76% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
6,214
shares
|
$1.61 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
|
$1.61 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
6,200
shares
|
$1.61 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
6,195
shares
|
$1.61 Million
0.3% of portfolio
|
Q2 2025
Reduced 31.84%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
6,193
shares
|
$1.61 Million
0.24% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
6,169
shares
|
$1.6 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,156
shares
|
$1.6 Million
0.18% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,155
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
6,148
shares
|
$1.6 Million
0.32% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Icici Prudential Asset Management CO LTD
|
May 08, 2025 Q1 2025 |
6,145
shares
|
$1.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
6,144
shares
|
$1.6 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
6,116
shares
|
$1.59 Million
0.37% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
6,114
shares
|
$1.59 Million
0.23% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,106
shares
|
$1.59 Million
0.18% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,105
shares
|
$1.59 Million
0.42% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
6,104
shares
|
$1.59 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
6,061
shares
|
$1.58 Million
0.26% of portfolio
|
Q1 2024
Added 6.61%
|