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 |
|---|---|---|---|---|---|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
2,711
shares
|
$740,455
0.08% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$738,270
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
2,697
shares
|
$736,631
0.39% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,684
shares
|
$733,080
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
2,675
shares
|
$730,622
0.72% of portfolio
|
Q1 2025
Added 32.43%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$729,803
0.37% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
May 05, 2025 Q1 2025 |
2,664
shares
|
$727,618
0.07% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
2,662
shares
|
$727,072
0.08% of portfolio
|
Q1 2025
Added 17.48%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
2,648
shares
|
$723,248
0.06% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
2,645
shares
|
$722,428
0.21% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,640
shares
|
$721,063
0.06% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
2,638
shares
|
$720,516
0.33% of portfolio
|
Q1 2025
Reduced 26.58%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,637
shares
|
$720,243
0.3% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,636
shares
|
$719,970
1.32% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
2,636
shares
|
$719,970
0.72% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,635
shares
|
$719,697
0.24% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
2,633
shares
|
$719,151
0.44% of portfolio
|
Q1 2025
Added 25.44%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
May 09, 2025 Q1 2025 |
2,621
shares
|
$715,873
0.35% of portfolio
|
Q3 2024
Reduced 55.28%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,615
shares
|
$714,234
0.69% of portfolio
|
Q1 2025
Added 152.66%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,602
shares
|
$710,684
0.15% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
2,597
shares
|
$709,318
0.5% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,592
shares
|
$707,952
0.1% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,591
shares
|
$707,679
0.09% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,589
shares
|
$707,133
0.07% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
2,582
shares
|
$705,221
0.21% of portfolio
|
Q1 2025
Added 44.08%
|