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 |
|---|---|---|---|---|---|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
5,290
shares
|
$1.37 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
5,287
shares
|
$1.37 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
5,275
shares
|
$1.37 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
5,274
shares
|
$1.37 Million
0.23% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Jul 07, 2025 Q2 2025 |
5,274
shares
|
$1.37 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,273
shares
|
$1.37 Million
0.21% of portfolio
|
Q1 2025
Added 23.17%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
5,256
shares
|
$1.37 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.36 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
5,226
shares
|
$1.36 Million
0.12% of portfolio
|
Q1 2025
Added 22.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
5,205
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Added 199.14%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
5,192
shares
|
$1.35 Million
1.14% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Square Wave Partners, L.P.
Brooklyn, NY |
May 15, 2025 Q1 2025 |
5,191
shares
|
$1.35 Million
1.49% of portfolio
|
Q1 2025
Reduced 75.79%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
5,178
shares
|
$1.35 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
5,167
shares
|
$1.34 Million
0.59% of portfolio
|
Q2 2025
Reduced 28.83%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
5,166
shares
|
$1.34 Million
0.64% of portfolio
|
Q1 2025
Added 46.06%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
5,164
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
5,154
shares
|
$1.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 22.66%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.34 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
5,137
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
5,136
shares
|
$1.33 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.33 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
May 14, 2025 Q1 2025 |
5,121
shares
|
$1.33 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
5,118
shares
|
$1.33 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
5,112
shares
|
$1.33 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.01%
|