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 |
|---|---|---|---|---|---|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
2,146
shares
|
$576,651
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
2,142
shares
|
$575,576
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,135
shares
|
$573,695
0.06% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
2,119
shares
|
$569,396
0.08% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$568,859
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Apr 23, 2025 Q4 2024 |
2,116
shares
|
$568,590
0.3% of portfolio
|
Q4 2024
Added 16.26%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
2,111
shares
|
$567,246
0.32% of portfolio
|
Q4 2024
Added 135.08%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,104
shares
|
$565,365
0.21% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Western Pacific Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,096
shares
|
$563,216
0.53% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
2,096
shares
|
$563,216
0.14% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,096
shares
|
$563,216
0.21% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
2,093
shares
|
$562,410
0.22% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,089
shares
|
$561,335
0.02% of portfolio
|
Q1 2025
Reduced 52.68%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,088
shares
|
$561,066
0.09% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
2,087
shares
|
$560,797
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
2,080
shares
|
$558,916
0.07% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,072
shares
|
$556,767
0.06% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,070
shares
|
$556,229
0.1% of portfolio
|
Q1 2025
Added 45.77%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
2,068
shares
|
$555,692
0.61% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Feb 10, 2025 Q4 2024 |
2,068
shares
|
$555,692
0.31% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,065
shares
|
$554,886
0.2% of portfolio
|
Q4 2024
Added 20.48%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,058
shares
|
$553,005
0.2% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,057
shares
|
$552,736
0.3% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,056
shares
|
$552,467
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,048
shares
|
$550,318
0.26% of portfolio
|
Q4 2024
Added 5.24%
|