Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,100 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
852
shares
|
$289,032
0.02% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
852
shares
|
$289,032
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
852
shares
|
$289,032
0.06% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
843
shares
|
$285,979
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
840
shares
|
$284,961
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
836
shares
|
$283,604
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
836
shares
|
$283,604
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
834
shares
|
$282,926
0.02% of portfolio
|
Q3 2024
Reduced 73.62%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
833
shares
|
$282,586
0.15% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
833
shares
|
$282,586
0.1% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
832
shares
|
$282,247
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Blossom Wealth Management
|
Jan 23, 2025 Q4 2024 |
829
shares
|
$281,229
0.53% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
828
shares
|
$280,890
0.02% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
824
shares
|
$279,533
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
822
shares
|
$278,855
0.03% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
818
shares
|
$277,498
0.04% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
817
shares
|
$277,159
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
816
shares
|
$276,819
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
816
shares
|
$276,819
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
814
shares
|
$276,141
0.04% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
813
shares
|
$275,802
0.02% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
812
shares
|
$275,462
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
811
shares
|
$275,123
0.07% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
811
shares
|
$275,123
0.49% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
811
shares
|
$275,123
0.09% of portfolio
|
Q3 2024
New holding
|