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 |
|---|---|---|---|---|---|
|
Bull Oak Capital, LLC
San Diego, CA |
Apr 30, 2025 Q1 2025 |
1,596
shares
|
$428,861
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
1,590
shares
|
$427,248
0.84% of portfolio
|
Q3 2024
Reduced 76.82%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
1,588
shares
|
$426,711
0.09% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
1,573
shares
|
$422,680
0.11% of portfolio
|
Q4 2024
Added 39.33%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
1,572
shares
|
$422,412
0.15% of portfolio
|
Q4 2024
Added 31.11%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
1,560
shares
|
$419,187
0.05% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,558
shares
|
$418,650
0.12% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$418,112
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$418,112
0.19% of portfolio
|
Q1 2025
Added 65.36%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
1,555
shares
|
$417,844
0.26% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,553
shares
|
$417,306
0.05% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$417,306
0.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$417,037
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
1,549
shares
|
$416,231
0.31% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,546
shares
|
$415,425
0.32% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
1,545
shares
|
$415,156
0.0% of portfolio
|
Q4 2024
Reduced 40.85%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
1,543
shares
|
$414,619
0.15% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Howard Financial Services, Ltd.
|
Apr 07, 2025 Q1 2025 |
1,541
shares
|
$414,082
0.06% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,537
shares
|
$413,007
0.01% of portfolio
|
Q4 2024
Reduced 48.78%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
1,535
shares
|
$412,469
0.18% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,533
shares
|
$411,932
0.37% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$411,126
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
1,530
shares
|
$411,126
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
1,530
shares
|
$411,126
0.36% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
1,526
shares
|
$410,051
0.05% of portfolio
|
Q1 2025
Added 0.39%
|