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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
2,091
shares
|
$566,493
0.19% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
2,089
shares
|
$565,951
0.02% of portfolio
|
Q1 2025
Reduced 52.68%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
2,088
shares
|
$565,680
0.09% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
2,085
shares
|
$564,868
0.44% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
2,085
shares
|
$564,868
0.0% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
2,085
shares
|
$564,868
0.37% of portfolio
|
Q1 2025
Added 18.33%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
2,074
shares
|
$561,888
0.47% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,072
shares
|
$561,346
0.06% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
2,071
shares
|
$561,075
0.27% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,066
shares
|
$559,720
0.16% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
2,061
shares
|
$558,366
0.2% of portfolio
|
Q1 2025
Reduced 84.79%
|
|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
2,057
shares
|
$557,282
0.3% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
2,056
shares
|
$557,011
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
2,054
shares
|
$556,469
0.04% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
2,052
shares
|
$555,927
0.17% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,030
shares
|
$549,967
0.09% of portfolio
|
Q1 2025
Reduced 23.54%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
2,028
shares
|
$549,425
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
2,027
shares
|
$549,154
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
2,026
shares
|
$548,883
0.16% of portfolio
|
Q2 2025
Reduced 37.53%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$548,883
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
2,018
shares
|
$546,716
0.12% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
2,016
shares
|
$546,174
0.07% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
2,013
shares
|
$545,361
0.2% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
2,011
shares
|
$544,820
0.16% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
2,005
shares
|
$543,194
0.03% of portfolio
|
Q1 2025
Added 12.64%
|