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 |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
4,174
shares
|
$1.13 Million
0.47% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,166
shares
|
$1.13 Million
0.14% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
4,164
shares
|
$1.13 Million
0.64% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
4,163
shares
|
$1.13 Million
0.66% of portfolio
|
Q2 2025
Added 29.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,156
shares
|
$1.13 Million
0.52% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,128
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$1.11 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,085
shares
|
$1.11 Million
0.31% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$1.1 Million
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,031
shares
|
$1.09 Million
0.94% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,025
shares
|
$1.09 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,025
shares
|
$1.09 Million
0.73% of portfolio
|
Q1 2025
Added 259.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$1.09 Million
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
4,003
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,001
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
3,999
shares
|
$1.08 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
3,991
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,988
shares
|
$1.08 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
3,985
shares
|
$1.08 Million
1.13% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
3,973
shares
|
$1.08 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
3,973
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
3,970
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$1.07 Million
2.2% of portfolio
|
Q2 2022
New holding
|