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 |
|---|---|---|---|---|---|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,963
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
3,959
shares
|
$1.07 Million
0.57% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
3,955
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,951
shares
|
$1.07 Million
0.53% of portfolio
|
Q1 2025
Added 139.45%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
3,946
shares
|
$1.07 Million
0.37% of portfolio
|
Q1 2025
Added 1491.13%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
3,930
shares
|
$1.06 Million
0.11% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$1.06 Million
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,916
shares
|
$1.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$1.06 Million
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,915
shares
|
$1.06 Million
0.19% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
3,912
shares
|
$1.06 Million
0.34% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
3,908
shares
|
$1.06 Million
0.16% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Katamaran Capital LLP
London, X0 |
May 13, 2025 Q1 2025 |
3,905
shares
|
$1.06 Million
1.35% of portfolio
|
Q1 2025
Reduced 64.53%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,905
shares
|
$1.06 Million
1.04% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
3,897
shares
|
$1.06 Million
0.95% of portfolio
|
Q1 2025
Added 74.75%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Apr 15, 2025 Q1 2025 |
3,894
shares
|
$1.05 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
3,887
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
3,887
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
3,886
shares
|
$1.05 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
3,883
shares
|
$1.05 Million
0.69% of portfolio
|
Q1 2025
Added 231.88%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
May 15, 2025 Q1 2025 |
3,867
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
3,862
shares
|
$1.05 Million
0.46% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
3,858
shares
|
$1.05 Million
0.34% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
3,854
shares
|
$1.04 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.44%
|