Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
4,466
shares
|
$1.21 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,464
shares
|
$1.21 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
|
$1.21 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
4,437
shares
|
$1.2 Million
0.38% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,434
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
4,418
shares
|
$1.2 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
|
$1.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
4,404
shares
|
$1.19 Million
1.07% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
4,402
shares
|
$1.19 Million
0.61% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
4,393
shares
|
$1.19 Million
1.56% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
4,392
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2025
Added 97.93%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
4,390
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
4,372
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
4,369
shares
|
$1.18 Million
0.1% of portfolio
|
Q1 2025
Added 30.93%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,367
shares
|
$1.18 Million
0.41% of portfolio
|
Q2 2025
Added 5.69%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
4,355
shares
|
$1.18 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
4,342
shares
|
$1.18 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
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Reduced 93.81%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
4,333
shares
|
$1.17 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
|
$1.17 Million
0.85% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,330
shares
|
$1.17 Million
0.94% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,328
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
4,327
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Added 145.43%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
4,316
shares
|
$1.17 Million
0.4% of portfolio
|
Q1 2025
Added 277.93%
|