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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$1 Million
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
3,665
shares
|
$1 Million
0.39% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
3,661
shares
|
$999,928
0.14% of portfolio
|
Q1 2025
Added 47.26%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
3,654
shares
|
$998,017
0.37% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
3,649
shares
|
$996,651
0.64% of portfolio
|
Q1 2025
Added 20.55%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
3,648
shares
|
$996,378
0.24% of portfolio
|
Q1 2025
Added 365.9%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,644
shares
|
$995,285
0.2% of portfolio
|
Q1 2025
Reduced 20.54%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,639
shares
|
$993,920
0.12% of portfolio
|
Q1 2025
Added 52.26%
|
|
|
Unigestion Holding Sa
|
Apr 10, 2025 Q1 2025 |
3,633
shares
|
$992,281
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
3,632
shares
|
$992,008
0.35% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
3,626
shares
|
$990,369
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,624
shares
|
$989,823
0.07% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
3,619
shares
|
$988,457
0.05% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
3,612
shares
|
$986,545
0.06% of portfolio
|
Q1 2025
Reduced 17.85%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
3,604
shares
|
$984,360
0.67% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,600
shares
|
$983,268
0.16% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,597
shares
|
$982,448
0.07% of portfolio
|
Q1 2025
Reduced 84.97%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$974,254
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
3,553
shares
|
$970,430
0.72% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
3,552
shares
|
$970,157
0.09% of portfolio
|
Q1 2025
Reduced 77.72%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
3,546
shares
|
$968,518
0.13% of portfolio
|
Q1 2025
Added 134.83%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
3,539
shares
|
$966,607
0.4% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
3,533
shares
|
$964,968
0.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sky Investment Group LLC
|
Apr 16, 2025 Q1 2025 |
3,530
shares
|
$964,148
0.18% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
3,526
shares
|
$963,056
0.11% of portfolio
|
Q1 2025
Added 19.69%
|