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 |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,517
shares
|
$960,598
0.08% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
3,513
shares
|
$959,505
0.16% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
3,507
shares
|
$957,866
0.06% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
3,502
shares
|
$956,501
0.54% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,489
shares
|
$952,950
0.73% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
3,487
shares
|
$952,404
0.62% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
3,479
shares
|
$950,219
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$949,126
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
3,469
shares
|
$947,487
0.06% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
3,469
shares
|
$947,487
0.86% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
3,468
shares
|
$947,214
0.59% of portfolio
|
Q1 2025
Added 44.86%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
3,464
shares
|
$946,122
0.04% of portfolio
|
Q1 2025
Added 95.93%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
3,463
shares
|
$945,849
1.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
3,453
shares
|
$943,117
0.35% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
May 14, 2025 Q1 2025 |
3,452
shares
|
$942,844
0.38% of portfolio
|
Q1 2025
Reduced 57.12%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
3,446
shares
|
$941,205
0.04% of portfolio
|
Q1 2025
Reduced 52.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
3,427
shares
|
$936,016
0.09% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
3,425
shares
|
$935,470
0.19% of portfolio
|
Q1 2025
Reduced 15.12%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
3,417
shares
|
$933,285
0.73% of portfolio
|
Q1 2025
Added 99.36%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,403
shares
|
$929,461
0.17% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$928,095
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
3,395
shares
|
$927,276
0.07% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,391
shares
|
$926,183
0.07% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
3,391
shares
|
$926,183
0.26% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
3,382
shares
|
$923,725
0.68% of portfolio
|
Q1 2025
Added 0.48%
|