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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
2,278
shares
|
$617,155
0.29% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
2,277
shares
|
$616,884
0.4% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
2,273
shares
|
$615,801
0.05% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$615,530
0.06% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,270
shares
|
$614,988
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
2,270
shares
|
$614,988
0.51% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
2,265
shares
|
$613,633
0.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
2,262
shares
|
$612,821
0.73% of portfolio
|
Q1 2025
Added 102.14%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
2,262
shares
|
$612,821
0.57% of portfolio
|
Q1 2025
Added 31.44%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
2,255
shares
|
$610,924
0.34% of portfolio
|
Q1 2025
Added 48.36%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
2,254
shares
|
$610,653
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
2,250
shares
|
$609,570
0.25% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jul 10, 2025 Q2 2025 |
2,250
shares
|
$609,570
0.41% of portfolio
|
Q1 2025
Added 9.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,237
shares
|
$606,048
0.24% of portfolio
|
Q2 2025
Added 47.85%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,234
shares
|
$605,235
0.19% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
2,230
shares
|
$604,151
0.09% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
2,222
shares
|
$601,984
0.44% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,219
shares
|
$601,171
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,218
shares
|
$600,900
0.05% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,215
shares
|
$600,087
0.11% of portfolio
|
Q1 2025
Reduced 11.93%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
2,207
shares
|
$597,920
0.38% of portfolio
|
Q1 2025
Added 66.94%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$596,024
0.12% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
2,199
shares
|
$595,753
0.43% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,195
shares
|
$594,669
0.33% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
2,189
shares
|
$593,043
0.18% of portfolio
|
Q2 2025
Reduced 1.75%
|