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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,806
shares
|
$489,281
0.08% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,803
shares
|
$488,468
0.03% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
1,803
shares
|
$488,468
0.2% of portfolio
|
Q1 2025
Added 70.25%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$487,656
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,799
shares
|
$487,385
0.32% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,796
shares
|
$486,572
0.11% of portfolio
|
Q1 2025
Added 16.55%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
1,793
shares
|
$485,759
0.03% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
1,793
shares
|
$485,759
0.05% of portfolio
|
Q1 2025
Reduced 70.21%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,793
shares
|
$485,759
0.22% of portfolio
|
Q2 2025
Reduced 9.9%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,793
shares
|
$485,759
0.17% of portfolio
|
Q2 2025
Reduced 17.26%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
May 06, 2025 Q1 2025 |
1,791
shares
|
$485,217
0.17% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
1,788
shares
|
$484,404
0.37% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
1,783
shares
|
$483,050
0.14% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$481,424
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,776
shares
|
$481,153
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
1,773
shares
|
$480,341
0.11% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$480,070
0.09% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
1,770
shares
|
$479,528
0.07% of portfolio
|
Q1 2025
Added 15.69%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,769
shares
|
$479,257
0.04% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,760
shares
|
$476,819
0.13% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,759
shares
|
$476,548
0.21% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Real Talk Capital, LLC
Franklin, TN |
Jun 20, 2025 Q1 2025 |
1,751
shares
|
$474,380
0.63% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,748
shares
|
$473,568
0.11% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,745
shares
|
$472,755
0.12% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,740
shares
|
$471,400
0.13% of portfolio
|
Q1 2025
Added 56.33%
|