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 |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
3,115
shares
|
$843,915
0.11% of portfolio
|
Q1 2025
Added 11.25%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
3,114
shares
|
$843,644
0.25% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
3,110
shares
|
$842,561
0.42% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
3,103
shares
|
$840,664
0.23% of portfolio
|
Q1 2025
Reduced 6.59%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,102
shares
|
$840,393
0.09% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
3,078
shares
|
$833,891
0.85% of portfolio
|
Q1 2025
Added 79.06%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,077
shares
|
$833,620
0.33% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
3,077
shares
|
$833,620
0.82% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,075
shares
|
$833,079
3.3% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Waverton Investment Management LTD
|
Apr 24, 2025 Q1 2025 |
3,073
shares
|
$832,537
0.01% of portfolio
|
Q4 2024
Reduced 58.66%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
3,064
shares
|
$830,098
0.33% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Apr 11, 2025 Q1 2025 |
3,063
shares
|
$829,827
0.79% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
3,053
shares
|
$827,118
0.13% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
3,051
shares
|
$826,576
0.02% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Wealth Advisors Of Iowa, LLC
|
May 12, 2025 Q1 2025 |
3,040
shares
|
$823,596
0.35% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,034
shares
|
$821,971
0.03% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,031
shares
|
$821,158
0.08% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,028
shares
|
$820,345
1.49% of portfolio
|
Q1 2025
Reduced 93.77%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,024
shares
|
$819,262
0.3% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,017
shares
|
$817,365
0.04% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$816,011
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$812,760
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,998
shares
|
$812,218
0.51% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
2,998
shares
|
$812,218
0.05% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
2,975
shares
|
$805,987
0.92% of portfolio
|
Q4 2024
New holding
|