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 |
|---|---|---|---|---|---|
|
Garda Capital Partners LP
Wayzata, MN |
May 14, 2025 Q1 2025 |
2,387
shares
|
$646,686
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
2,375
shares
|
$643,435
0.2% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2,367
shares
|
$641,267
0.29% of portfolio
|
Q1 2025
Added 166.55%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
2,353
shares
|
$637,474
0.09% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,351
shares
|
$636,932
0.04% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,349
shares
|
$636,391
0.28% of portfolio
|
Q4 2022
Reduced 25.78%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
2,346
shares
|
$635,578
0.39% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
2,343
shares
|
$634,765
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,334
shares
|
$632,327
0.51% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
2,334
shares
|
$632,327
0.2% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
2,331
shares
|
$631,514
0.31% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
2,331
shares
|
$631,514
0.12% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
2,325
shares
|
$629,889
0.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
2,324
shares
|
$629,618
0.35% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
2,315
shares
|
$627,179
0.04% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,305
shares
|
$624,470
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,303
shares
|
$623,928
0.33% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,302
shares
|
$623,657
0.06% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,299
shares
|
$622,845
0.14% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,296
shares
|
$622,032
0.05% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
2,294
shares
|
$621,490
0.41% of portfolio
|
Q1 2025
Added 69.42%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Jun 02, 2025 Q1 2025 |
2,290
shares
|
$620,406
0.14% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
2,288
shares
|
$619,864
0.03% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
2,284
shares
|
$618,781
0.63% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,280
shares
|
$617,697
0.14% of portfolio
|
Q1 2025
Added 2.7%
|