Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,414 institutions that hold shares in the stock, with a total of 751 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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$280,972
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
1,044
shares
|
$280,167
0.15% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,040
shares
|
$279,094
0.06% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
1,038
shares
|
$278,557
0.22% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
1,037
shares
|
$278,289
0.01% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,037
shares
|
$278,289
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
1,037
shares
|
$278,289
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,036
shares
|
$278,020
0.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,036
shares
|
$278,020
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
1,036
shares
|
$278,020
0.14% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
1,035
shares
|
$277,752
0.35% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,032
shares
|
$276,947
0.24% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Apr 10, 2025 Q1 2025 |
1,030
shares
|
$276,410
0.21% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
1,029
shares
|
$276,142
0.06% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,028
shares
|
$275,874
0.31% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
1,028
shares
|
$275,874
0.04% of portfolio
|
Q4 2024
Added 32.3%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
1,028
shares
|
$275,874
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,027
shares
|
$275,605
0.11% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,026
shares
|
$275,337
0.06% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
1,022
shares
|
$274,263
0.22% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,020
shares
|
$273,727
0.16% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,020
shares
|
$273,727
0.05% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,018
shares
|
$273,190
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$273,190
0.31% of portfolio
|
Q4 2024
Reduced 9.83%
|
|
|
Somerset Trust CO
|
Apr 08, 2025 Q1 2025 |
1,017
shares
|
$272,922
0.1% of portfolio
|
Q1 2025
Added 17.44%
|