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 |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
2,836
shares
|
$768,329
0.54% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$766,974
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
2,830
shares
|
$766,703
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
2,816
shares
|
$762,910
0.29% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
2,796
shares
|
$757,492
0.07% of portfolio
|
Q1 2025
Added 12.15%
|
|
|
B&L Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,795
shares
|
$757,221
0.49% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,775
shares
|
$751,803
0.1% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$750,448
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,762
shares
|
$748,281
0.13% of portfolio
|
Q2 2025
Added 230.38%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
2,762
shares
|
$748,281
0.74% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,761
shares
|
$748,010
0.04% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,757
shares
|
$746,926
0.39% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,755
shares
|
$746,384
0.06% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
2,753
shares
|
$745,842
0.61% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
2,750
shares
|
$745,030
0.02% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
2,748
shares
|
$744,488
0.39% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,747
shares
|
$744,217
0.19% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$740,695
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
2,728
shares
|
$739,069
0.03% of portfolio
|
Q1 2025
Added 88.79%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
2,721
shares
|
$737,173
0.06% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$736,089
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$735,547
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
|
Nvest Financial, LLC
|
Apr 23, 2025 Q1 2025 |
2,713
shares
|
$735,005
0.41% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
2,712
shares
|
$734,735
0.33% of portfolio
|
Q1 2025
Added 28.9%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
2,711
shares
|
$734,464
0.08% of portfolio
|
Q1 2025
Added 3.04%
|