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 |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$238,840
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
889
shares
|
$238,572
0.08% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
888
shares
|
$238,303
0.14% of portfolio
|
Q4 2024
Added 127.69%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
888
shares
|
$238,303
0.18% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
884
shares
|
$237,230
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Whelan Financial
|
Feb 13, 2025 Q4 2024 |
883
shares
|
$236,961
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
883
shares
|
$236,961
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
880
shares
|
$236,156
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
879
shares
|
$235,888
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
875
shares
|
$234,815
0.02% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
873
shares
|
$234,278
0.04% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
873
shares
|
$234,278
0.17% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
872
shares
|
$234,009
0.19% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
871
shares
|
$233,741
0.02% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
871
shares
|
$233,741
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Feb 13, 2025 Q4 2024 |
869
shares
|
$233,204
0.22% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
868
shares
|
$232,936
0.08% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
867
shares
|
$232,668
0.06% of portfolio
|
Q4 2024
Reduced 71.39%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
867
shares
|
$232,668
0.1% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Account Management LLC
|
Feb 11, 2025 Q4 2024 |
865
shares
|
$232,131
0.34% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
864
shares
|
$231,863
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
859
shares
|
$230,521
0.07% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
855
shares
|
$229,447
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$228,911
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
852
shares
|
$228,642
0.02% of portfolio
|
Q4 2024
Added 5.58%
|