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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
809
shares
|
$274,445
0.12% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
808
shares
|
$274,105
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
807
shares
|
$273,766
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
805
shares
|
$273,088
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
803
shares
|
$272,409
0.01% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
801
shares
|
$271,731
0.03% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
800
shares
|
$271,392
0.31% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
800
shares
|
$271,392
0.15% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
800
shares
|
$271,392
0.08% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
798
shares
|
$270,713
0.07% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
798
shares
|
$270,713
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
796
shares
|
$270,035
0.09% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
796
shares
|
$270,035
0.09% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
794
shares
|
$269,356
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
794
shares
|
$269,356
0.13% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
793
shares
|
$269,017
0.02% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
793
shares
|
$269,017
0.07% of portfolio
|
Q3 2024
Reduced 58.68%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
792
shares
|
$268,678
0.1% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
792
shares
|
$268,678
0.03% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
791
shares
|
$268,338
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
790
shares
|
$267,999
0.0% of portfolio
|
Q3 2024
Reduced 80.65%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
787
shares
|
$266,981
0.03% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
787
shares
|
$266,981
0.2% of portfolio
|
Q3 2024
Reduced 33.75%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
786
shares
|
$266,642
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
786
shares
|
$266,642
0.03% of portfolio
|
Q4 2024
Reduced 2.48%
|