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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
5,952
shares
|
$1.63 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
5,923
shares
|
$1.62 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
5,905
shares
|
$1.61 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
5,902
shares
|
$1.61 Million
0.42% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
5,894
shares
|
$1.61 Million
0.47% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
5,871
shares
|
$1.6 Million
0.55% of portfolio
|
Q1 2025
Added 39.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,863
shares
|
$1.6 Million
0.18% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
5,853
shares
|
$1.6 Million
0.29% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,845
shares
|
$1.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
5,843
shares
|
$1.6 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
5,839
shares
|
$1.59 Million
0.09% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,829
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,828
shares
|
$1.59 Million
0.16% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
5,824
shares
|
$1.59 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Apr 23, 2025 Q1 2025 |
5,816
shares
|
$1.59 Million
1.49% of portfolio
|
Q1 2025
Reduced 7.79%
|
|
|
Scott & Selber, Inc.
|
Apr 24, 2025 Q1 2025 |
5,811
shares
|
$1.59 Million
0.5% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
5,785
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,774
shares
|
$1.58 Million
0.87% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
5,767
shares
|
$1.58 Million
0.21% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
5,767
shares
|
$1.58 Million
0.77% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
5,736
shares
|
$1.57 Million
1.22% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
5,729
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
5,729
shares
|
$1.56 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
5,719
shares
|
$1.56 Million
1.24% of portfolio
|
Q1 2025
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
5,718
shares
|
$1.56 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.23%
|