Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,090 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 $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
63
shares
|
$21,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
63
shares
|
$21,527
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
62
shares
|
$21,185
0.01% of portfolio
|
Q3 2023
Reduced 90.61%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
61
shares
|
$20,843
0.02% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
60
shares
|
$20,502
0.0% of portfolio
|
Q3 2022
Reduced 64.91%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$20,502
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$20,502
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
59
shares
|
$20,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
58
shares
|
$19,818
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
58
shares
|
$19,818
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$19,476
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
56
shares
|
$19,135
0.01% of portfolio
|
Q4 2024
Reduced 64.56%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
54
shares
|
$18,451
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$17,426
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
51
shares
|
$17,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$17,085
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$17,085
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$17,085
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$17,085
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
50
shares
|
$17,085
0.01% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$17,085
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$16,743
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
49
shares
|
$16,743
0.0% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
48
shares
|
$16,401
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$15,376
0.0% of portfolio
|
Q2 2024
Reduced 70.0%
|