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 |
|---|---|---|---|---|---|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
4,245
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Added 20.63%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.16 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
4,234
shares
|
$1.16 Million
0.1% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
4,227
shares
|
$1.15 Million
0.16% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
4,223
shares
|
$1.15 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
4,223
shares
|
$1.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 23.22%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
4,216
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,211
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,206
shares
|
$1.15 Million
0.21% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
4,205
shares
|
$1.15 Million
0.07% of portfolio
|
Q1 2025
Added 14.7%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,202
shares
|
$1.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
4,196
shares
|
$1.15 Million
1.01% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
4,191
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
4,188
shares
|
$1.14 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
4,181
shares
|
$1.14 Million
0.1% of portfolio
|
Q1 2025
Added 61.3%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
4,176
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 15.04%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
4,175
shares
|
$1.14 Million
1.38% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,174
shares
|
$1.14 Million
0.47% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,166
shares
|
$1.14 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
4,164
shares
|
$1.14 Million
0.64% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
4,155
shares
|
$1.13 Million
0.57% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
4,140
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
4,132
shares
|
$1.13 Million
0.42% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,128
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Added 7.56%
|