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 |
|---|---|---|---|---|---|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,622
shares
|
$439,432
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,622
shares
|
$439,432
0.27% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,621
shares
|
$439,161
0.08% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,617
shares
|
$438,077
0.09% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
1,616
shares
|
$437,806
0.06% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,613
shares
|
$436,993
0.45% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,611
shares
|
$436,452
0.19% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Safeguard Investment Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
1,610
shares
|
$436,181
0.12% of portfolio
|
Q1 2025
Added 79.29%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,607
shares
|
$435,368
0.18% of portfolio
|
Q1 2025
Added 36.19%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
1,600
shares
|
$433,472
0.15% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
1,596
shares
|
$432,388
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,591
shares
|
$431,033
0.12% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
1,589
shares
|
$430,491
0.2% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,588
shares
|
$430,220
0.09% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
1,582
shares
|
$428,595
0.32% of portfolio
|
Q1 2025
Added 114.07%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
May 08, 2025 Q1 2025 |
1,578
shares
|
$427,511
0.7% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
1,577
shares
|
$427,240
0.11% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
May 06, 2025 Q1 2025 |
1,575
shares
|
$426,699
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
1,574
shares
|
$426,428
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Beck Bode, LLC
|
May 14, 2025 Q1 2025 |
1,568
shares
|
$424,802
0.08% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
1,565
shares
|
$423,989
0.43% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
1,564
shares
|
$423,718
0.27% of portfolio
|
Q1 2025
Added 40.39%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,560
shares
|
$422,635
0.05% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
1,558
shares
|
$422,093
0.04% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,558
shares
|
$422,093
0.12% of portfolio
|
Q1 2025
Added 6.71%
|