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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
1,734
shares
|
$469,775
0.25% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,732
shares
|
$469,233
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$469,233
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
1,730
shares
|
$468,691
0.17% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,728
shares
|
$468,149
0.09% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
1,723
shares
|
$466,795
0.04% of portfolio
|
Q1 2025
Added 63.16%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
1,722
shares
|
$466,524
0.28% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
1,722
shares
|
$466,524
0.18% of portfolio
|
Q1 2025
Reduced 12.68%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,715
shares
|
$464,627
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,715
shares
|
$464,627
0.16% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
1,715
shares
|
$464,627
0.14% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,711
shares
|
$463,544
0.19% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
1,709
shares
|
$463,002
0.06% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
1,703
shares
|
$461,376
0.14% of portfolio
|
Q1 2025
Added 61.27%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,703
shares
|
$461,376
0.05% of portfolio
|
Q1 2025
Reduced 79.49%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,701
shares
|
$460,834
0.23% of portfolio
|
Q1 2025
Added 176.14%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,698
shares
|
$460,022
0.2% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
1,691
shares
|
$458,125
0.06% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
1,691
shares
|
$458,125
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,690
shares
|
$457,854
0.36% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,690
shares
|
$457,854
0.05% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,688
shares
|
$457,312
0.1% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,685
shares
|
$456,500
0.17% of portfolio
|
Q1 2025
Added 25.84%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,677
shares
|
$454,332
0.09% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
1,672
shares
|
$452,978
0.36% of portfolio
|
Q1 2025
Reduced 2.05%
|