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 |
|---|---|---|---|---|---|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
3,391
shares
|
$918,689
0.26% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
3,382
shares
|
$916,251
0.68% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
3,362
shares
|
$910,833
0.11% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
3,360
shares
|
$910,291
0.29% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
3,350
shares
|
$907,582
0.17% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,344
shares
|
$905,956
0.18% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
3,343
shares
|
$905,685
0.04% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,341
shares
|
$905,143
0.04% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
3,340
shares
|
$904,872
0.24% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
3,324
shares
|
$900,538
0.12% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
3,313
shares
|
$897,557
0.09% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
3,303
shares
|
$894,848
0.68% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
3,301
shares
|
$894,306
0.27% of portfolio
|
Q1 2025
Reduced 82.95%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
3,274
shares
|
$886,992
0.32% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
3,265
shares
|
$884,553
0.3% of portfolio
|
Q1 2025
Reduced 92.24%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
3,262
shares
|
$883,741
0.8% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
3,262
shares
|
$883,741
0.63% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
May 14, 2025 Q1 2025 |
3,250
shares
|
$880,490
0.47% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
3,246
shares
|
$879,406
0.18% of portfolio
|
Q1 2025
Added 26.11%
|
|
|
Xml Financial, LLC
|
Apr 22, 2025 Q1 2025 |
3,240
shares
|
$877,780
0.08% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
3,237
shares
|
$876,968
0.19% of portfolio
|
Q1 2025
Reduced 18.28%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
3,230
shares
|
$875,071
0.26% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
3,230
shares
|
$875,071
0.6% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
3,225
shares
|
$873,717
0.4% of portfolio
|
Q1 2025
Added 19.67%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
3,224
shares
|
$873,446
0.77% of portfolio
|
Q1 2025
Added 11.48%
|