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 |
|---|---|---|---|---|---|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.23 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.22 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
4,709
shares
|
$1.22 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
4,700
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.04%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
4,697
shares
|
$1.22 Million
0.54% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,697
shares
|
$1.22 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
|
$1.22 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
4,691
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
4,681
shares
|
$1.22 Million
0.51% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,650
shares
|
$1.21 Million
0.46% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,650
shares
|
$1.21 Million
0.79% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
4,649
shares
|
$1.21 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
4,648
shares
|
$1.21 Million
0.09% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,628
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,581
shares
|
$1.19 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
|
$1.19 Million
0.3% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,566
shares
|
$1.19 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
|
$1.19 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.18 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
4,537
shares
|
$1.18 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,518
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
4,512
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
4,511
shares
|
$1.17 Million
0.35% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
4,492
shares
|
$1.17 Million
0.61% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,479
shares
|
$1.16 Million
1.05% of portfolio
|
Q1 2025
Added 5.59%
|