Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,361 institutions that hold shares in the stock, with a total of 767 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 |
|---|---|---|---|---|---|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,446
shares
|
$391,750
0.32% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
1,446
shares
|
$391,750
0.07% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
1,444
shares
|
$391,208
0.28% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
1,442
shares
|
$390,666
0.37% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
1,441
shares
|
$390,395
0.12% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
1,440
shares
|
$390,124
0.23% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,439
shares
|
$389,853
0.07% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
1,438
shares
|
$389,582
0.09% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$388,770
0.14% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
1,432
shares
|
$387,957
0.15% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
1,429
shares
|
$387,144
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Stockton
|
Apr 23, 2025 Q1 2025 |
1,422
shares
|
$385,248
0.12% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
1,417
shares
|
$383,893
0.06% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Apr 16, 2025 Q1 2025 |
1,407
shares
|
$381,184
0.34% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
1,406
shares
|
$380,913
0.01% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,405
shares
|
$380,642
0.01% of portfolio
|
Q1 2025
Reduced 47.96%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,400
shares
|
$379,288
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Massar Capital Management, LP
Stamford, CT |
May 15, 2025 Q1 2025 |
1,400
shares
|
$379,288
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
1,393
shares
|
$377,391
0.11% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$377,120
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,391
shares
|
$376,849
0.17% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,390
shares
|
$376,578
0.06% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
1,385
shares
|
$375,224
0.19% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,384
shares
|
$374,953
0.01% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
1,382
shares
|
$374,411
0.12% of portfolio
|
Q1 2025
Reduced 51.13%
|