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 |
|---|---|---|---|---|---|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.43 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
5,231
shares
|
$1.43 Million
0.49% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
5,226
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
5,214
shares
|
$1.42 Million
1.51% of portfolio
|
Q1 2025
Added 43.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,205
shares
|
$1.42 Million
0.06% of portfolio
|
Q1 2025
Added 199.14%
|
|
|
Square Wave Partners, L.P.
Brooklyn, NY |
May 15, 2025 Q1 2025 |
5,191
shares
|
$1.42 Million
1.49% of portfolio
|
Q1 2025
Reduced 75.79%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
5,166
shares
|
$1.41 Million
0.64% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
5,164
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
5,154
shares
|
$1.41 Million
0.38% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.4 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,137
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
5,136
shares
|
$1.4 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
5,130
shares
|
$1.4 Million
1.17% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.4 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
5,121
shares
|
$1.4 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Ayrshire Capital Management LLC
|
Apr 14, 2025 Q1 2025 |
5,120
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
5,118
shares
|
$1.4 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,109
shares
|
$1.4 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
5,103
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
5,073
shares
|
$1.39 Million
0.59% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
5,069
shares
|
$1.38 Million
0.48% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,069
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,067
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,061
shares
|
$1.38 Million
0.63% of portfolio
|
Q4 2024
Added 0.1%
|