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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,467
shares
|
$394,197
0.06% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
1,467
shares
|
$394,197
0.09% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
1,465
shares
|
$393,660
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,465
shares
|
$393,660
0.03% of portfolio
|
Q1 2025
Reduced 86.97%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,460
shares
|
$392,316
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
1,459
shares
|
$392,047
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$392,047
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
1,459
shares
|
$392,047
0.38% of portfolio
|
Q1 2025
Added 103.2%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
1,452
shares
|
$390,166
0.02% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,451
shares
|
$389,898
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
1,450
shares
|
$389,629
0.09% of portfolio
|
Q1 2025
Added 18.76%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$389,629
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,449
shares
|
$389,360
0.19% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,446
shares
|
$388,554
0.32% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Advisory Alpha, LLC
|
Apr 08, 2025 Q1 2025 |
1,445
shares
|
$388,285
0.02% of portfolio
|
Q1 2025
Reduced 41.19%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
1,444
shares
|
$388,017
0.28% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Feb 14, 2025 Q4 2024 |
1,441
shares
|
$387,211
0.32% of portfolio
|
Q2 2023
Reduced 8.39%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
1,440
shares
|
$386,942
0.28% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,439
shares
|
$386,673
0.07% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,432
shares
|
$384,792
0.15% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
1,422
shares
|
$382,105
0.12% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
1,407
shares
|
$378,074
0.34% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,406
shares
|
$377,806
0.32% of portfolio
|
Q4 2024
Added 38.8%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,401
shares
|
$376,462
0.03% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$376,194
0.09% of portfolio
|
Q1 2023
New holding
|