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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
3,848
shares
|
$1.04 Million
0.58% of portfolio
|
Q1 2025
Reduced 75.61%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
3,844
shares
|
$1.04 Million
0.54% of portfolio
|
Q1 2025
Added 71.61%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,838
shares
|
$1.04 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
3,835
shares
|
$1.04 Million
0.27% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
3,819
shares
|
$1.03 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,817
shares
|
$1.03 Million
0.97% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
3,798
shares
|
$1.03 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$1.03 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
3,797
shares
|
$1.03 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
3,784
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 45.05%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,760
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Consilium Wealth Advisory, LLC
|
Apr 17, 2025 Q1 2025 |
3,759
shares
|
$1.02 Million
0.51% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$1.01 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,736
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,729
shares
|
$1.01 Million
0.47% of portfolio
|
Q1 2025
Added 19.56%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
3,729
shares
|
$1.01 Million
0.45% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Gladius Capital Management LP
Chicago, IL |
May 08, 2025 Q1 2025 |
3,719
shares
|
$1.01 Million
0.98% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
3,700
shares
|
$1 Million
0.22% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
3,700
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 59.48%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
3,698
shares
|
$1 Million
0.25% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
3,698
shares
|
$1 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
3,690
shares
|
$999,694
0.39% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
3,685
shares
|
$998,340
0.8% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
May 09, 2025 Q1 2025 |
3,677
shares
|
$996,172
0.87% of portfolio
|
Q1 2025
Added 10.72%
|