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 |
|---|---|---|---|---|---|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,202
shares
|
$874,562
0.07% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
3,202
shares
|
$874,562
0.2% of portfolio
|
Q1 2025
Added 30.43%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
3,200
shares
|
$874,016
0.97% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
3,200
shares
|
$874,016
0.76% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
3,198
shares
|
$873,469
0.91% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
3,190
shares
|
$871,284
0.01% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
3,188
shares
|
$870,738
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,185
shares
|
$869,919
0.38% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,184
shares
|
$869,645
1.3% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Rfg Holdings, Inc.
|
Apr 16, 2025 Q1 2025 |
3,167
shares
|
$865,002
0.3% of portfolio
|
Q1 2025
Added 22.18%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,166
shares
|
$864,729
0.2% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,165
shares
|
$864,456
0.09% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,164
shares
|
$864,183
0.17% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
3,161
shares
|
$863,363
0.82% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,154
shares
|
$861,452
0.08% of portfolio
|
Q2 2023
Reduced 18.73%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
3,152
shares
|
$860,905
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
3,150
shares
|
$860,359
1.91% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,149
shares
|
$860,086
0.68% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
3,144
shares
|
$858,720
0.78% of portfolio
|
Q1 2025
Reduced 42.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
3,136
shares
|
$856,535
0.3% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,130
shares
|
$854,896
0.06% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
3,127
shares
|
$854,077
0.91% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
3,115
shares
|
$850,799
0.11% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
3,114
shares
|
$850,526
0.25% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
3,110
shares
|
$849,434
0.42% of portfolio
|
Q1 2025
Added 8.7%
|