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 |
|---|---|---|---|---|---|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,394
shares
|
$374,581
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
1,393
shares
|
$374,313
0.03% of portfolio
|
Q4 2024
Added 73.47%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$374,044
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,391
shares
|
$373,775
0.09% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,390
shares
|
$373,506
0.06% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
1,390
shares
|
$373,506
0.09% of portfolio
|
Q3 2024
Reduced 95.86%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
1,388
shares
|
$372,969
0.15% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
1,385
shares
|
$372,163
0.19% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
1,380
shares
|
$370,819
0.09% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$370,551
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
1,372
shares
|
$368,670
0.28% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
1,370
shares
|
$368,132
0.4% of portfolio
|
Q4 2024
Added 70.19%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
1,367
shares
|
$367,326
0.16% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
1,364
shares
|
$366,520
0.03% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Apr 23, 2025 Q1 2025 |
1,364
shares
|
$366,520
0.14% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
1,356
shares
|
$364,370
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
1,356
shares
|
$364,370
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,349
shares
|
$362,489
0.05% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
1,346
shares
|
$361,683
0.31% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
1,346
shares
|
$361,683
0.0% of portfolio
|
Q4 2024
Added 35.96%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
1,341
shares
|
$360,340
0.18% of portfolio
|
Q4 2024
Reduced 22.89%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
1,340
shares
|
$360,071
0.02% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,339
shares
|
$359,802
0.17% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$359,533
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
1,336
shares
|
$358,996
0.27% of portfolio
|
Q4 2024
Added 2.69%
|