Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,379 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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$497,382
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,846
shares
|
$496,038
0.17% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
1,846
shares
|
$496,038
0.23% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,845
shares
|
$495,769
0.21% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
1,840
shares
|
$494,426
0.31% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 10, 2025 Q1 2025 |
1,836
shares
|
$493,351
0.23% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Epiq Partners, LLC
|
Apr 11, 2025 Q1 2025 |
1,833
shares
|
$492,545
0.31% of portfolio
|
Q1 2025
Added 87.23%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,833
shares
|
$492,545
0.01% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
1,827
shares
|
$490,933
0.08% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
1,827
shares
|
$490,933
0.08% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,821
shares
|
$489,320
0.11% of portfolio
|
Q4 2024
Added 102.78%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$489,052
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,818
shares
|
$488,514
0.01% of portfolio
|
Q1 2024
Reduced 45.21%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Apr 22, 2025 Q1 2025 |
1,815
shares
|
$487,708
0.16% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,815
shares
|
$487,708
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,810
shares
|
$486,365
0.06% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,806
shares
|
$485,290
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
1,805
shares
|
$485,021
0.19% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
1,804
shares
|
$484,752
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,801
shares
|
$483,946
0.05% of portfolio
|
Q4 2024
Added 1701.0%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$483,677
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Nutshell Asset Management LTD
Sevenoaks, X0 |
Feb 13, 2025 Q4 2024 |
1,800
shares
|
$483,677
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,799
shares
|
$483,409
0.32% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,796
shares
|
$482,603
0.11% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
1,793
shares
|
$481,797
0.19% of portfolio
|
Q4 2024
Added 1.13%
|