Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,429 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$358,736
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$358,736
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,283
shares
|
$358,457
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,281
shares
|
$357,898
0.1% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Feb 14, 2025 Q4 2024 |
1,275
shares
|
$356,222
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
1,274
shares
|
$355,942
0.1% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,274
shares
|
$355,942
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,270
shares
|
$354,825
0.09% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,266
shares
|
$353,707
0.23% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$352,869
0.07% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,262
shares
|
$352,590
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,261
shares
|
$352,310
0.15% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,260
shares
|
$352,031
0.21% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,258
shares
|
$351,472
0.15% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
1,254
shares
|
$350,355
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$350,075
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$348,958
0.14% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
1,249
shares
|
$348,958
0.13% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,243
shares
|
$347,281
0.2% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,242
shares
|
$347,002
0.21% of portfolio
|
Q4 2024
Added 21.29%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,240
shares
|
$346,443
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,239
shares
|
$346,164
0.23% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,237
shares
|
$345,605
0.01% of portfolio
|
Q4 2024
Added 39.62%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
1,234
shares
|
$344,767
0.37% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,232
shares
|
$344,208
0.11% of portfolio
|
Q4 2024
Added 10166.67%
|