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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,660
shares
|
$446,058
0.06% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
1,654
shares
|
$444,446
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,651
shares
|
$443,640
0.29% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
1,650
shares
|
$443,371
0.03% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$442,834
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
1,647
shares
|
$442,565
0.04% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$441,221
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,641
shares
|
$440,953
0.03% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,635
shares
|
$439,340
0.1% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
1,633
shares
|
$438,803
0.22% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
1,632
shares
|
$438,534
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
1,630
shares
|
$437,997
0.02% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,630
shares
|
$437,997
0.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,628
shares
|
$437,459
0.29% of portfolio
|
Q2 2024
Reduced 45.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
1,627
shares
|
$437,191
0.05% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,623
shares
|
$436,116
0.14% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,622
shares
|
$435,847
0.27% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,621
shares
|
$435,578
0.08% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,621
shares
|
$435,578
0.11% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
1,620
shares
|
$435,310
0.09% of portfolio
|
Q4 2024
Added 40.14%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,617
shares
|
$434,504
0.09% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,611
shares
|
$432,891
0.12% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
1,609
shares
|
$432,354
0.14% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
1,606
shares
|
$431,548
0.02% of portfolio
|
Q4 2024
Added 81.06%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,600
shares
|
$429,935
0.15% of portfolio
|
Q1 2025
Added 0.57%
|