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 |
|---|---|---|---|---|---|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$1.12 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
|
$1.12 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
4,085
shares
|
$1.12 Million
0.31% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$1.11 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
|
$1.11 Million
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
4,057
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
4,031
shares
|
$1.1 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
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,025
shares
|
$1.1 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
|
$1.1 Million
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
4,003
shares
|
$1.09 Million
0.28% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
3,999
shares
|
$1.09 Million
0.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
3,991
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
3,990
shares
|
$1.09 Million
0.2% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Crux Wealth Advisors
Long Beach, CA |
May 13, 2025 Q1 2025 |
3,988
shares
|
$1.09 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
|
$1.09 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
|
$1.09 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
3,973
shares
|
$1.09 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
|
$1.08 Million
2.2% of portfolio
|
Q2 2022
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,963
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,959
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
3,955
shares
|
$1.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,951
shares
|
$1.08 Million
0.53% of portfolio
|
Q1 2025
Added 139.45%
|