Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,378 institutions that hold shares in the stock, with a total of 753 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
2,302
shares
|
$618,570
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
2,302
shares
|
$618,570
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
2,300
shares
|
$618,033
0.01% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,299
shares
|
$617,764
0.15% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,296
shares
|
$616,958
0.05% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,294
shares
|
$616,420
0.41% of portfolio
|
Q1 2025
Added 69.42%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
2,292
shares
|
$615,883
0.23% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,288
shares
|
$614,808
0.03% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,280
shares
|
$612,658
0.14% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,278
shares
|
$612,121
0.29% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
2,276
shares
|
$611,583
0.16% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$610,509
0.06% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,270
shares
|
$609,971
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,270
shares
|
$609,971
0.51% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,269
shares
|
$609,702
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Feb 06, 2025 Q4 2024 |
2,267
shares
|
$609,165
0.07% of portfolio
|
Q4 2024
Reduced 7.47%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
2,266
shares
|
$608,896
0.09% of portfolio
|
Q4 2024
Added 47.91%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,263
shares
|
$608,090
0.17% of portfolio
|
Q4 2024
Reduced 77.87%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,262
shares
|
$607,822
0.73% of portfolio
|
Q1 2025
Added 102.14%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,255
shares
|
$605,941
0.34% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
2,254
shares
|
$605,672
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
2,252
shares
|
$605,134
0.48% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Apr 21, 2025 Q1 2025 |
2,250
shares
|
$604,597
0.46% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,248
shares
|
$604,060
0.04% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,248
shares
|
$604,060
0.56% of portfolio
|
Q4 2024
New holding
|