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 |
|---|---|---|---|---|---|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
2,975
shares
|
$812,561
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
2,973
shares
|
$812,015
0.05% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,965
shares
|
$809,830
0.1% of portfolio
|
Q1 2025
Added 332.22%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
2,964
shares
|
$809,557
0.47% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,951
shares
|
$806,006
0.09% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,940
shares
|
$803,002
0.31% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
2,935
shares
|
$801,636
0.27% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
2,935
shares
|
$801,636
0.47% of portfolio
|
Q4 2022
New holding
|
|
|
Bienville Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,924
shares
|
$798,632
0.21% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
2,920
shares
|
$797,539
0.14% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
2,911
shares
|
$795,081
0.18% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
2,907
shares
|
$793,988
0.3% of portfolio
|
Q1 2025
Reduced 46.97%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
2,907
shares
|
$793,988
3.38% of portfolio
|
Q1 2025
New holding
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$790,984
0.0% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
2,894
shares
|
$790,438
0.04% of portfolio
|
Q1 2025
Added 17.26%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,888
shares
|
$788,799
0.04% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
2,882
shares
|
$787,160
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
2,880
shares
|
$786,614
0.08% of portfolio
|
Q1 2025
Added 55.17%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,879
shares
|
$786,341
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
2,871
shares
|
$784,156
0.22% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
2,868
shares
|
$783,336
0.47% of portfolio
|
Q1 2025
Added 21.11%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,864
shares
|
$782,244
0.02% of portfolio
|
Q1 2025
Added 112.31%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
2,860
shares
|
$781,151
0.0% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Catalyst Private Wealth, LLC
|
Apr 08, 2025 Q1 2025 |
2,857
shares
|
$780,332
0.5% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
2,852
shares
|
$778,966
0.36% of portfolio
|
Q1 2025
Added 15.28%
|