Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,011 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
25
shares
|
$8,315
0.0% of portfolio
|
Q2 2024
Added 78.57%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$8,315
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
24
shares
|
$7,982
0.58% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$7,982
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
22
shares
|
$7,317
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
21
shares
|
$6,985
0.0% of portfolio
|
Q2 2024
Reduced 59.62%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$6,652
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
19
shares
|
$6,319
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$6,319
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$5,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
18
shares
|
$5,987
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$5,654
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
17
shares
|
$5,654
0.0% of portfolio
|
Q3 2024
Reduced 48.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
17
shares
|
$5,654
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15
shares
|
$4,989
0.0% of portfolio
|
Q4 2023
Reduced 21.05%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
15
shares
|
$4,989
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
15
shares
|
$4,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
14
shares
|
$4,656
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
14
shares
|
$4,656
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13
shares
|
$4,324
0.0% of portfolio
|
Q4 2024
Reduced 64.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,324
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12
shares
|
$3,991
0.09% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$3,658
0.36% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
10
shares
|
$3,326
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
9
shares
|
$2,993
0.0% of portfolio
|
Q3 2024
New holding
|