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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5,537
shares
|
$1.44 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,508
shares
|
$1.43 Million
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
5,502
shares
|
$1.43 Million
0.07% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
5,474
shares
|
$1.42 Million
0.48% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Legal Advantage Investments, Inc.
|
May 13, 2025 Q1 2025 |
5,471
shares
|
$1.42 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,464
shares
|
$1.42 Million
0.72% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
5,464
shares
|
$1.42 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
5,449
shares
|
$1.42 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5,449
shares
|
$1.42 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,439
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
5,434
shares
|
$1.41 Million
0.11% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
5,432
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,421
shares
|
$1.41 Million
0.15% of portfolio
|
Q1 2025
Added 36.27%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
5,419
shares
|
$1.41 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,414
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
5,408
shares
|
$1.41 Million
0.41% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,386
shares
|
$1.4 Million
1.15% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,373
shares
|
$1.4 Million
0.09% of portfolio
|
Q1 2025
Added 150.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,360
shares
|
$1.39 Million
0.06% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,360
shares
|
$1.39 Million
0.35% of portfolio
|
Q1 2025
Added 111.27%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
5,342
shares
|
$1.39 Million
0.37% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,330
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
5,327
shares
|
$1.38 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
5,315
shares
|
$1.38 Million
0.26% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
5,295
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 3.38%
|