Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,367 institutions that hold shares in the stock, with a total of 768 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 |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
1,669
shares
|
$452,165
0.05% of portfolio
|
Q1 2025
Added 108.36%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
1,668
shares
|
$451,894
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,668
shares
|
$451,894
0.04% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
1,668
shares
|
$451,894
0.47% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,667
shares
|
$451,623
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$450,539
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,663
shares
|
$450,539
0.05% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
1,654
shares
|
$448,101
0.01% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
1,652
shares
|
$447,559
0.01% of portfolio
|
Q1 2025
Reduced 86.39%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,651
shares
|
$447,288
0.29% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Apr 25, 2025 Q1 2025 |
1,650
shares
|
$447,018
0.03% of portfolio
|
Q1 2025
Added 87.5%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$446,476
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
1,642
shares
|
$444,850
0.12% of portfolio
|
Q1 2025
Added 105.76%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$444,850
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
1,636
shares
|
$443,225
0.1% of portfolio
|
Q1 2025
Added 17.61%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,636
shares
|
$443,225
0.11% of portfolio
|
Q1 2025
Added 54.05%
|
|
|
Mattern Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,635
shares
|
$442,954
0.1% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,634
shares
|
$442,683
0.14% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
1,634
shares
|
$442,683
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
1,633
shares
|
$442,412
0.15% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
1,632
shares
|
$442,141
0.02% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
1,632
shares
|
$442,141
0.35% of portfolio
|
Q1 2025
Added 26.71%
|
|
|
Welch Group, LLC
|
Apr 07, 2025 Q1 2025 |
1,630
shares
|
$441,599
0.02% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,630
shares
|
$441,599
0.09% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
1,628
shares
|
$441,057
0.29% of portfolio
|
Q2 2024
Reduced 45.55%
|