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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
1,964
shares
|
$527,746
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
1,964
shares
|
$527,746
0.24% of portfolio
|
Q3 2024
Reduced 51.65%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,961
shares
|
$526,940
0.04% of portfolio
|
Q1 2025
Added 37.23%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,960
shares
|
$526,671
0.23% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
1,953
shares
|
$524,790
0.5% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,952
shares
|
$524,521
0.11% of portfolio
|
Q1 2025
Reduced 50.22%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,951
shares
|
$524,253
0.05% of portfolio
|
Q4 2024
Added 192.94%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,949
shares
|
$523,715
0.43% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,947
shares
|
$523,178
0.04% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
1,947
shares
|
$523,178
0.47% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,946
shares
|
$522,909
0.08% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
1,946
shares
|
$522,909
0.5% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
1,942
shares
|
$521,834
0.11% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Apr 30, 2025 Q1 2025 |
1,940
shares
|
$521,297
0.28% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
1,933
shares
|
$519,416
0.26% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,931
shares
|
$518,879
0.08% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Alliance Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,928
shares
|
$518,072
0.27% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,927
shares
|
$517,804
0.09% of portfolio
|
Q1 2025
Added 29.94%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,926
shares
|
$517,535
0.24% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
1,926
shares
|
$517,535
0.09% of portfolio
|
Q1 2025
Added 126.06%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$517,266
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,922
shares
|
$516,460
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
1,919
shares
|
$515,654
0.11% of portfolio
|
Q1 2025
Reduced 10.66%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
1,918
shares
|
$515,385
0.03% of portfolio
|
Q1 2025
Reduced 90.69%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$514,310
0.15% of portfolio
|
Q4 2022
Added 15.02%
|