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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
734
shares
|
$245,067
0.0% of portfolio
|
Q3 2024
Reduced 97.91%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
731
shares
|
$244,066
0.04% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
731
shares
|
$244,066
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
727
shares
|
$242,730
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
724
shares
|
$241,729
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
723
shares
|
$241,395
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
718
shares
|
$239,725
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
717
shares
|
$239,391
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
717
shares
|
$239,391
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
714
shares
|
$238,390
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
711
shares
|
$237,388
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
707
shares
|
$236,053
0.04% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
703
shares
|
$234,717
0.05% of portfolio
|
Q4 2024
Reduced 90.27%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
699
shares
|
$233,382
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
697
shares
|
$232,714
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
695
shares
|
$232,046
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
694
shares
|
$231,712
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
687
shares
|
$229,375
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
687
shares
|
$229,375
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
686
shares
|
$229,041
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
686
shares
|
$229,041
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
681
shares
|
$227,372
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
678
shares
|
$226,370
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
677
shares
|
$226,036
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
677
shares
|
$226,036
0.16% of portfolio
|
Q4 2024
New holding
|