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 |
|---|---|---|---|---|---|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,721
shares
|
$462,449
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
1,715
shares
|
$460,837
0.09% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Elefante Mark B
Boston, MA |
Feb 13, 2025 Q4 2024 |
1,714
shares
|
$460,568
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,711
shares
|
$459,762
0.19% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,710
shares
|
$459,494
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
1,707
shares
|
$458,687
0.45% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,707
shares
|
$458,687
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,701
shares
|
$457,075
0.23% of portfolio
|
Q1 2025
Added 176.14%
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
1,698
shares
|
$456,269
0.2% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,693
shares
|
$454,926
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
1,692
shares
|
$454,657
0.3% of portfolio
|
Q4 2024
Added 62.69%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
1,691
shares
|
$454,388
0.08% of portfolio
|
Q4 2024
Reduced 32.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
1,691
shares
|
$454,388
0.06% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
1,691
shares
|
$454,388
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,690
shares
|
$454,119
0.36% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
1,689
shares
|
$453,851
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
1,688
shares
|
$453,582
0.1% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Apr 29, 2025 Q1 2025 |
1,677
shares
|
$450,626
0.09% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,676
shares
|
$450,357
0.05% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,669
shares
|
$448,476
0.05% of portfolio
|
Q1 2025
Added 108.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,667
shares
|
$447,939
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Wedge Capital Management L L P
|
Apr 14, 2025 Q1 2025 |
1,663
shares
|
$446,864
0.01% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$446,864
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|
|
|
Veery Capital, LLC
|
Apr 08, 2025 Q1 2025 |
1,662
shares
|
$446,596
0.17% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,660
shares
|
$446,058
0.21% of portfolio
|
Q1 2025
Reduced 6.11%
|