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 |
|---|---|---|---|---|---|
|
B Long Financial, LLC
Memphis, TN |
May 13, 2025 Q1 2025 |
4,824
shares
|
$1.32 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
4,808
shares
|
$1.31 Million
0.66% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
4,794
shares
|
$1.31 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,793
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.31 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,790
shares
|
$1.31 Million
0.18% of portfolio
|
Q1 2025
Added 296.52%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,790
shares
|
$1.31 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
4,783
shares
|
$1.31 Million
1.02% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
4,774
shares
|
$1.3 Million
0.29% of portfolio
|
Q1 2025
Added 140.14%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
4,761
shares
|
$1.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 12.51%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
4,755
shares
|
$1.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
4,753
shares
|
$1.3 Million
0.97% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,737
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
4,736
shares
|
$1.29 Million
0.7% of portfolio
|
Q1 2025
Added 127.15%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,726
shares
|
$1.29 Million
0.18% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,722
shares
|
$1.29 Million
0.37% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.29 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.29 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
4,709
shares
|
$1.29 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Morangie Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,706
shares
|
$1.29 Million
1.22% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
4,700
shares
|
$1.28 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
4,697
shares
|
$1.28 Million
0.54% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,697
shares
|
$1.28 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Apr 29, 2025 Q1 2025 |
4,692
shares
|
$1.28 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,691
shares
|
$1.28 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|