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 |
|---|---|---|---|---|---|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,109
shares
|
$1.33 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
5,103
shares
|
$1.33 Million
0.12% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
5,087
shares
|
$1.32 Million
1.29% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
5,073
shares
|
$1.32 Million
0.59% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
5,069
shares
|
$1.32 Million
0.48% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,069
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,067
shares
|
$1.32 Million
0.14% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,061
shares
|
$1.32 Million
0.63% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
5,059
shares
|
$1.31 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Apr 24, 2025 Q1 2025 |
5,038
shares
|
$1.31 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Moore Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
5,030
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 92.06%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|
|
|
Union Square Park Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.3 Million
0.9% of portfolio
|
Q1 2025
New holding
|
|
|
Castle Knight Management LP
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
One Madison Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,000
shares
|
$1.3 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,987
shares
|
$1.3 Million
0.14% of portfolio
|
Q2 2025
Added 41.44%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
4,970
shares
|
$1.29 Million
0.58% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,966
shares
|
$1.29 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
4,948
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 34.53%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,943
shares
|
$1.28 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
4,941
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.28 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
4,932
shares
|
$1.28 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.52%
|