Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 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 |
|---|---|---|---|---|---|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$421,551
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
1,556
shares
|
$421,551
0.19% of portfolio
|
Q1 2025
Added 65.36%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
1,555
shares
|
$421,280
0.26% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,553
shares
|
$420,738
0.05% of portfolio
|
Q1 2025
Reduced 13.14%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$420,738
0.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$420,467
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
1,550
shares
|
$419,926
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
1,549
shares
|
$419,655
0.31% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Brown Financial Advisors
Milford, OH |
May 12, 2025 Q1 2025 |
1,547
shares
|
$419,113
0.17% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,546
shares
|
$418,842
0.32% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
1,544
shares
|
$418,300
0.02% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
1,543
shares
|
$418,029
0.12% of portfolio
|
Q4 2024
Reduced 21.4%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
1,543
shares
|
$418,029
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
1,540
shares
|
$417,216
0.27% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
1,535
shares
|
$415,862
0.16% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
1,533
shares
|
$415,320
0.37% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
1,531
shares
|
$414,778
0.16% of portfolio
|
Q1 2025
Added 43.62%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$414,507
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
1,530
shares
|
$414,507
0.35% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
River Glades Family Offices LLC
Naples, FL |
May 09, 2025 Q1 2025 |
1,525
shares
|
$413,153
0.3% of portfolio
|
Q1 2023
Reduced 51.2%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
1,521
shares
|
$412,069
0.05% of portfolio
|
Q1 2025
Added 35.8%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,520
shares
|
$411,798
0.14% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
1,520
shares
|
$411,798
0.23% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
1,517
shares
|
$410,985
0.44% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,512
shares
|
$409,631
0.16% of portfolio
|
Q1 2025
Reduced 0.07%
|