Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,414 institutions that hold shares in the stock, with a total of 751 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,081
shares
|
$290,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Neo Ivy Capital Management
New York, NY |
Feb 18, 2025 Q4 2024 |
1,074
shares
|
$288,218
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
1,073
shares
|
$287,950
0.17% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$287,681
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$287,413
0.76% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
1,070
shares
|
$287,145
0.06% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
1,068
shares
|
$286,608
0.19% of portfolio
|
Q4 2024
Added 24.77%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
1,067
shares
|
$286,340
0.15% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,066
shares
|
$286,071
0.02% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
1,066
shares
|
$286,071
0.2% of portfolio
|
Q4 2024
Added 19.11%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
1,065
shares
|
$285,803
0.04% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jan 16, 2025 Q4 2024 |
1,065
shares
|
$285,803
0.15% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
1,064
shares
|
$285,535
0.03% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,062
shares
|
$284,998
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
1,062
shares
|
$284,998
0.16% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,062
shares
|
$284,998
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,060
shares
|
$284,461
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
1,059
shares
|
$284,193
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
1,059
shares
|
$284,193
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
1,056
shares
|
$283,388
0.11% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
1,056
shares
|
$283,388
0.03% of portfolio
|
Q4 2024
Added 13.67%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
1,055
shares
|
$283,119
0.07% of portfolio
|
Q4 2024
Added 26.8%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,055
shares
|
$283,119
0.11% of portfolio
|
Q1 2023
Added 7.3%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,053
shares
|
$282,583
0.14% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$281,778
0.04% of portfolio
|
Q4 2024
Added 23.97%
|