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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,487
shares
|
$673,778
0.1% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
2,487
shares
|
$673,778
0.38% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
2,486
shares
|
$673,507
0.2% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Apr 30, 2025 Q1 2025 |
2,478
shares
|
$671,339
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,477
shares
|
$671,068
0.19% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
2,475
shares
|
$670,527
0.17% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
2,467
shares
|
$668,359
0.56% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
2,466
shares
|
$668,088
0.05% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
2,452
shares
|
$664,295
0.14% of portfolio
|
Q1 2025
Added 33.19%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
2,447
shares
|
$662,941
0.23% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
2,439
shares
|
$660,773
0.41% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
2,433
shares
|
$659,148
0.06% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
2,431
shares
|
$658,606
0.38% of portfolio
|
Q2 2025
Reduced 14.91%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
2,427
shares
|
$657,522
0.23% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,427
shares
|
$657,522
0.44% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,421
shares
|
$655,897
0.0% of portfolio
|
Q1 2025
Added 79.87%
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
2,420
shares
|
$655,626
0.06% of portfolio
|
Q1 2025
Added 32.75%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,416
shares
|
$654,542
0.06% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
2,408
shares
|
$652,375
0.33% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
2,403
shares
|
$651,020
0.14% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$651,020
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$649,666
0.08% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,397
shares
|
$649,395
0.08% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$648,853
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
2,390
shares
|
$647,498
0.15% of portfolio
|
Q1 2025
Reduced 2.33%
|