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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
2,245
shares
|
$603,253
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Notis Mc Conarty Edward
|
Feb 12, 2025 Q4 2024 |
2,240
shares
|
$601,910
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,238
shares
|
$601,372
0.11% of portfolio
|
Q4 2024
Reduced 51.29%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,234
shares
|
$600,298
0.19% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
2,232
shares
|
$599,760
0.03% of portfolio
|
Q4 2024
Added 65.46%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
2,230
shares
|
$599,223
0.09% of portfolio
|
Q1 2025
Added 36.89%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
2,228
shares
|
$598,685
0.2% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
2,222
shares
|
$597,073
0.44% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
2,219
shares
|
$596,267
0.17% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,219
shares
|
$596,267
0.15% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,218
shares
|
$595,998
0.05% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
2,212
shares
|
$594,386
0.26% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
2,207
shares
|
$593,042
0.38% of portfolio
|
Q1 2025
Added 66.94%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,205
shares
|
$592,505
0.22% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,200
shares
|
$591,162
0.12% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
2,199
shares
|
$590,893
0.12% of portfolio
|
Q1 2025
Added 87.31%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
2,199
shares
|
$590,893
0.43% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,195
shares
|
$589,818
0.33% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,185
shares
|
$587,131
0.07% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
2,184
shares
|
$586,862
0.07% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,182
shares
|
$586,325
0.2% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
2,175
shares
|
$584,444
0.52% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
2,170
shares
|
$583,100
0.5% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,167
shares
|
$582,294
0.06% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
2,167
shares
|
$582,294
0.24% of portfolio
|
Q1 2025
Added 0.23%
|