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 |
|---|---|---|---|---|---|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,512
shares
|
$409,631
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,503
shares
|
$407,192
0.24% of portfolio
|
Q1 2024
Reduced 23.28%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
1,503
shares
|
$407,192
0.11% of portfolio
|
Q1 2025
Reduced 48.93%
|
|
|
Harbor Advisors LLC
|
May 15, 2025 Q1 2025 |
1,500
shares
|
$406,380
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,500
shares
|
$406,380
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
1,499
shares
|
$406,109
0.05% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
1,498
shares
|
$405,838
0.04% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
1,496
shares
|
$405,296
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
1,495
shares
|
$405,025
0.08% of portfolio
|
Q1 2025
Added 17.72%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
1,495
shares
|
$405,025
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,493
shares
|
$404,483
0.18% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
May 14, 2025 Q1 2025 |
1,491
shares
|
$403,941
0.21% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
1,488
shares
|
$403,128
0.05% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,485
shares
|
$402,316
0.1% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
1,485
shares
|
$402,316
0.15% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
1,477
shares
|
$400,148
0.34% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
1,470
shares
|
$398,252
0.21% of portfolio
|
Q1 2025
Added 69.55%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,467
shares
|
$397,439
0.06% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,465
shares
|
$396,897
0.03% of portfolio
|
Q1 2025
Reduced 86.97%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,460
shares
|
$395,543
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
1,459
shares
|
$395,272
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$395,272
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,459
shares
|
$395,272
0.38% of portfolio
|
Q1 2025
Added 103.2%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
1,456
shares
|
$394,459
0.09% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,456
shares
|
$394,459
0.15% of portfolio
|
Q1 2025
Added 15.46%
|