Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,030 institutions that hold shares in the stock, with a total of 729 Million shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
816
shares
|
$272,446
0.14% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
816
shares
|
$272,446
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
816
shares
|
$272,446
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
814
shares
|
$271,778
0.04% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$271,110
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
811
shares
|
$270,776
0.49% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
811
shares
|
$270,776
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
808
shares
|
$269,775
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
807
shares
|
$269,441
0.02% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
807
shares
|
$269,441
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
806
shares
|
$269,107
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
805
shares
|
$268,773
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
803
shares
|
$268,105
0.01% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
801
shares
|
$267,437
0.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
800
shares
|
$267,104
0.31% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
800
shares
|
$267,104
0.15% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$267,104
0.08% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
799
shares
|
$266,770
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
796
shares
|
$265,768
0.09% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
796
shares
|
$265,768
0.09% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
794
shares
|
$265,100
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
794
shares
|
$265,100
0.13% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
793
shares
|
$264,766
0.02% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
793
shares
|
$264,766
0.07% of portfolio
|
Q3 2024
Reduced 58.68%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
792
shares
|
$264,432
0.13% of portfolio
|
Q3 2024
Added 0.76%
|