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 |
|---|---|---|---|---|---|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
5,710
shares
|
$1.56 Million
0.14% of portfolio
|
Q1 2025
Added 230.44%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
5,694
shares
|
$1.56 Million
0.85% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,690
shares
|
$1.55 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
5,678
shares
|
$1.55 Million
0.36% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
5,664
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,658
shares
|
$1.55 Million
0.95% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
5,648
shares
|
$1.54 Million
0.36% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Apr 10, 2025 Q1 2025 |
5,632
shares
|
$1.54 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,623
shares
|
$1.54 Million
0.62% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,622
shares
|
$1.54 Million
0.04% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,621
shares
|
$1.54 Million
0.14% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,597
shares
|
$1.53 Million
1.36% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,582
shares
|
$1.52 Million
0.97% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
5,573
shares
|
$1.52 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
5,571
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
5,563
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Added 260.77%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,537
shares
|
$1.51 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
5,536
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,508
shares
|
$1.5 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
5,502
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
5,471
shares
|
$1.49 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,464
shares
|
$1.49 Million
0.72% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
5,449
shares
|
$1.49 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,439
shares
|
$1.49 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,434
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Added 2.45%
|