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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,418
shares
|
$1.21 Million
0.34% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
4,412
shares
|
$1.21 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
4,404
shares
|
$1.2 Million
1.07% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
4,402
shares
|
$1.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
4,393
shares
|
$1.2 Million
1.56% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
4,392
shares
|
$1.2 Million
0.27% of portfolio
|
Q1 2025
Added 97.93%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,390
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,372
shares
|
$1.19 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,369
shares
|
$1.19 Million
0.1% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,355
shares
|
$1.19 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,342
shares
|
$1.19 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,335
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Reduced 93.81%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
4,333
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 49.78%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,331
shares
|
$1.18 Million
0.85% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,327
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Added 145.43%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,316
shares
|
$1.18 Million
0.4% of portfolio
|
Q1 2025
Added 277.93%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
4,315
shares
|
$1.18 Million
0.24% of portfolio
|
Q1 2025
Reduced 15.66%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,288
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
4,288
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
4,283
shares
|
$1.17 Million
0.31% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,269
shares
|
$1.17 Million
0.53% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
4,254
shares
|
$1.16 Million
0.31% of portfolio
|
Q1 2025
Added 9.7%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
4,252
shares
|
$1.16 Million
0.21% of portfolio
|
Q1 2025
Added 50.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|