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 |
|---|---|---|---|---|---|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
2,187
shares
|
$592,502
0.12% of portfolio
|
Q1 2025
Reduced 70.39%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
May 09, 2025 Q1 2025 |
2,183
shares
|
$591,418
0.45% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
2,182
shares
|
$591,147
0.05% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
2,182
shares
|
$591,147
0.2% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
2,175
shares
|
$589,251
0.41% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
2,170
shares
|
$587,896
0.5% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
2,167
shares
|
$587,083
0.06% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
2,163
shares
|
$585,999
0.24% of portfolio
|
Q1 2025
Added 40.91%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
2,158
shares
|
$584,645
0.13% of portfolio
|
Q1 2025
Added 55.25%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,152
shares
|
$583,019
0.04% of portfolio
|
Q1 2025
Reduced 17.58%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
2,147
shares
|
$581,665
0.42% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
2,131
shares
|
$577,330
0.18% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
2,130
shares
|
$577,059
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
2,125
shares
|
$575,705
0.54% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
2,123
shares
|
$575,163
0.58% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
2,120
shares
|
$574,350
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,119
shares
|
$574,079
0.17% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$573,537
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,104
shares
|
$570,015
0.01% of portfolio
|
Q2 2025
Reduced 43.01%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
2,104
shares
|
$570,015
0.11% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
2,104
shares
|
$570,015
0.21% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
2,101
shares
|
$569,202
0.15% of portfolio
|
Q1 2025
Reduced 7.16%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
May 13, 2025 Q1 2025 |
2,100
shares
|
$568,932
0.31% of portfolio
|
Q1 2025
Reduced 68.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,096
shares
|
$567,848
0.21% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,091
shares
|
$566,493
0.02% of portfolio
|
Q1 2025
Added 30.2%
|