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 |
|---|---|---|---|---|---|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
2,572
shares
|
$702,490
0.12% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
2,571
shares
|
$702,217
0.17% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
2,571
shares
|
$702,217
0.25% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,566
shares
|
$700,851
0.15% of portfolio
|
Q1 2025
Added 95.43%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,565
shares
|
$700,578
0.38% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,563
shares
|
$700,032
0.06% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,557
shares
|
$698,393
0.08% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
May 09, 2025 Q1 2025 |
2,556
shares
|
$698,120
0.48% of portfolio
|
Q1 2025
Added 81.79%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
2,553
shares
|
$697,300
0.11% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
2,553
shares
|
$697,300
0.54% of portfolio
|
Q1 2025
Added 31.46%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
2,551
shares
|
$696,754
0.36% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,548
shares
|
$695,935
0.39% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
2,544
shares
|
$694,842
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
2,532
shares
|
$691,565
0.18% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
2,530
shares
|
$691,018
0.65% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
2,529
shares
|
$690,745
0.15% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
2,513
shares
|
$686,375
0.21% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
2,513
shares
|
$686,375
0.23% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
2,507
shares
|
$684,736
0.15% of portfolio
|
Q1 2025
Added 927.46%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
2,502
shares
|
$683,371
0.09% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
2,496
shares
|
$681,732
0.26% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
2,490
shares
|
$680,093
0.71% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,487
shares
|
$679,274
0.1% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
2,487
shares
|
$679,274
0.38% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,486
shares
|
$679,001
0.2% of portfolio
|
Q1 2025
Reduced 1.97%
|