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 |
|---|---|---|---|---|---|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
2,044
shares
|
$549,243
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
2,038
shares
|
$547,630
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
2,027
shares
|
$544,675
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
2,027
shares
|
$544,675
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
2,026
shares
|
$544,406
0.5% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$544,406
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,024
shares
|
$543,869
0.2% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,018
shares
|
$542,256
0.05% of portfolio
|
Q4 2024
Added 7.63%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
2,018
shares
|
$542,256
0.12% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,013
shares
|
$540,913
0.2% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
2,005
shares
|
$538,763
0.01% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
2,005
shares
|
$538,763
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$537,420
0.06% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$537,420
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$537,420
0.15% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,999
shares
|
$537,151
0.34% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
1,994
shares
|
$535,807
0.2% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$535,270
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
1,990
shares
|
$534,732
0.28% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
1,989
shares
|
$534,464
0.1% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
1,988
shares
|
$534,195
0.21% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
1,981
shares
|
$532,314
0.4% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
1,981
shares
|
$532,314
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kensington Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,972
shares
|
$529,896
0.28% of portfolio
|
Q4 2024
Reduced 36.47%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
1,972
shares
|
$529,896
0.07% of portfolio
|
Q1 2025
Reduced 1.1%
|