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 |
|---|---|---|---|---|---|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,886
shares
|
$510,955
0.11% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,885
shares
|
$510,684
0.08% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
1,883
shares
|
$510,142
0.05% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,878
shares
|
$508,787
0.14% of portfolio
|
Q1 2025
Added 15.71%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
1,863
shares
|
$504,723
0.12% of portfolio
|
Q1 2025
Reduced 74.59%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$503,098
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
1,857
shares
|
$503,098
0.07% of portfolio
|
Q4 2024
Reduced 72.68%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
1,857
shares
|
$503,098
0.35% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,852
shares
|
$501,743
0.14% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
1,851
shares
|
$501,472
0.1% of portfolio
|
Q1 2025
Added 21.46%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$501,472
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
1,841
shares
|
$498,763
0.12% of portfolio
|
Q2 2025
Added 144.49%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
1,840
shares
|
$498,492
0.31% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Rainier Family Wealth Inc
Tacoma, WA |
Jun 23, 2025 Q1 2025 |
1,839
shares
|
$498,221
0.58% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
1,836
shares
|
$497,409
0.23% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
1,834
shares
|
$496,867
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$496,596
0.01% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,832
shares
|
$496,325
0.41% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
1,831
shares
|
$496,054
0.09% of portfolio
|
Q1 2025
Added 35.03%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
1,827
shares
|
$494,970
0.08% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$493,074
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,815
shares
|
$491,719
0.16% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,810
shares
|
$490,365
0.06% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,809
shares
|
$490,094
0.21% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,808
shares
|
$489,823
0.12% of portfolio
|
Q1 2025
New holding
|