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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,681
shares
|
$1.28 Million
0.51% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,676
shares
|
$1.28 Million
0.26% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,650
shares
|
$1.27 Million
0.79% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,649
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
4,648
shares
|
$1.27 Million
0.09% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
4,604
shares
|
$1.26 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,581
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
May 12, 2025 Q1 2025 |
4,575
shares
|
$1.25 Million
0.3% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,571
shares
|
$1.25 Million
0.49% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,566
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
4,565
shares
|
$1.25 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,518
shares
|
$1.23 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,512
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
4,511
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
4,492
shares
|
$1.23 Million
0.61% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,479
shares
|
$1.22 Million
1.05% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
4,475
shares
|
$1.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
4,473
shares
|
$1.22 Million
0.22% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
4,467
shares
|
$1.22 Million
0.21% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,466
shares
|
$1.22 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,464
shares
|
$1.22 Million
0.95% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
4,461
shares
|
$1.22 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
4,437
shares
|
$1.21 Million
0.38% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,434
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 1.03%
|