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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
5,432
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,421
shares
|
$1.48 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
|
$1.48 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
5,414
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
5,408
shares
|
$1.48 Million
0.41% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Krs Capital Management, LLC
|
Apr 11, 2025 Q1 2025 |
5,386
shares
|
$1.47 Million
1.15% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,373
shares
|
$1.47 Million
0.09% of portfolio
|
Q1 2025
Added 150.37%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,360
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2025
Added 11.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
5,360
shares
|
$1.46 Million
0.35% of portfolio
|
Q1 2025
Added 111.27%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
May 09, 2025 Q1 2025 |
5,346
shares
|
$1.46 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
5,342
shares
|
$1.46 Million
0.37% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
5,330
shares
|
$1.46 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
5,327
shares
|
$1.45 Million
0.31% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
5,315
shares
|
$1.45 Million
0.26% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
5,312
shares
|
$1.45 Million
0.47% of portfolio
|
Q1 2025
Added 56.79%
|
|
|
Granite Investment Partners, LLC
|
May 13, 2025 Q1 2025 |
5,295
shares
|
$1.45 Million
0.08% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
5,290
shares
|
$1.44 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
5,287
shares
|
$1.44 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
5,274
shares
|
$1.44 Million
0.23% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
5,274
shares
|
$1.44 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,273
shares
|
$1.44 Million
0.21% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.44 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
5,256
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
5,254
shares
|
$1.44 Million
0.34% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
5,241
shares
|
$1.43 Million
0.43% of portfolio
|
Q1 2025
Added 11.8%
|