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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
3,220
shares
|
$872,362
0.59% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,215
shares
|
$871,007
0.18% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,214
shares
|
$870,736
0.31% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,213
shares
|
$870,465
0.69% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
3,202
shares
|
$867,485
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
|
$867,485
0.2% of portfolio
|
Q1 2025
Added 30.43%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
3,200
shares
|
$866,944
0.97% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,199
shares
|
$866,673
0.32% of portfolio
|
Q2 2025
Added 8.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
3,198
shares
|
$866,402
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
|
$864,234
0.01% of portfolio
|
Q1 2025
Added 33.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
3,188
shares
|
$863,692
0.56% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,185
shares
|
$862,880
0.38% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
3,184
shares
|
$862,609
1.3% of portfolio
|
Q1 2025
Reduced 19.54%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
3,166
shares
|
$857,732
0.2% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,165
shares
|
$857,461
0.09% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,164
shares
|
$857,190
0.17% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
3,161
shares
|
$856,378
0.82% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
3,158
shares
|
$855,565
0.08% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,154
shares
|
$854,481
0.08% of portfolio
|
Q2 2023
Reduced 18.73%
|
|
|
Westwood Wealth Management
|
May 14, 2025 Q1 2025 |
3,152
shares
|
$853,939
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Management Associates
New York, NY |
May 08, 2025 Q1 2025 |
3,150
shares
|
$853,398
1.91% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,149
shares
|
$853,127
0.68% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
3,144
shares
|
$851,772
0.78% of portfolio
|
Q1 2025
Reduced 42.41%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
3,136
shares
|
$849,605
0.3% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,130
shares
|
$847,979
0.06% of portfolio
|
Q1 2025
Reduced 6.79%
|