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 |
|---|---|---|---|---|---|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
2,005
shares
|
$543,194
0.35% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,003
shares
|
$542,652
0.1% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,002
shares
|
$542,381
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
2,001
shares
|
$542,110
0.18% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$541,840
0.06% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$541,840
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
2,000
shares
|
$541,840
0.13% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
2,000
shares
|
$541,840
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,999
shares
|
$541,569
0.34% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$539,672
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
1,992
shares
|
$539,672
0.28% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
1,981
shares
|
$536,692
0.4% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Kensington Investment Counsel, LLC
|
May 15, 2025 Q1 2025 |
1,972
shares
|
$534,254
0.24% of portfolio
|
Q4 2024
Reduced 36.47%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
1,972
shares
|
$534,254
0.07% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,969
shares
|
$533,441
0.22% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
1,967
shares
|
$532,899
0.25% of portfolio
|
Q2 2025
Added 20.45%
|
|
|
Oak Ridge Investments LLC
|
May 13, 2025 Q1 2025 |
1,962
shares
|
$531,545
0.04% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,961
shares
|
$531,274
0.04% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$531,003
0.23% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,952
shares
|
$528,835
0.11% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,952
shares
|
$528,835
0.23% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$527,481
0.04% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,946
shares
|
$527,210
0.08% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,946
shares
|
$527,210
0.09% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,942
shares
|
$526,126
0.11% of portfolio
|
Q1 2025
Added 0.94%
|