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 |
|---|---|---|---|---|---|
|
Machina Capital S.A.S.
Paris, I0 |
Feb 06, 2025 Q4 2024 |
1,792
shares
|
$481,528
0.26% of portfolio
|
Q4 2024
Reduced 50.69%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
1,791
shares
|
$481,259
0.4% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,786
shares
|
$479,916
0.09% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
1,782
shares
|
$478,841
0.06% of portfolio
|
Q4 2024
Added 41.99%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,780
shares
|
$478,303
0.03% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$477,497
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
1,776
shares
|
$477,228
0.03% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
1,773
shares
|
$476,422
0.11% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,773
shares
|
$476,422
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$476,154
0.09% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,768
shares
|
$475,079
0.03% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,763
shares
|
$473,735
0.07% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
1,762
shares
|
$473,467
0.38% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,760
shares
|
$472,929
0.13% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,758
shares
|
$472,392
0.41% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Natural Investments, LLC
|
Feb 07, 2025 Q4 2024 |
1,756
shares
|
$471,854
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
1,740
shares
|
$467,555
0.13% of portfolio
|
Q1 2025
Added 56.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,740
shares
|
$467,555
0.03% of portfolio
|
Q4 2024
Added 38.2%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
1,738
shares
|
$467,017
0.29% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,732
shares
|
$465,405
0.04% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,732
shares
|
$465,405
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$465,405
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
1,730
shares
|
$464,868
0.17% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
1,728
shares
|
$464,330
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,722
shares
|
$462,718
0.18% of portfolio
|
Q1 2025
Reduced 12.68%
|