Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,429 institutions that hold shares in the stock, with a total of 756 Million shares, which have been reported (via 13F filing form) to have a value of $211 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
675
shares
|
$188,588
0.0% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
674
shares
|
$188,308
0.04% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$188,029
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
673
shares
|
$188,029
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
671
shares
|
$187,470
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
670
shares
|
$187,191
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
669
shares
|
$186,911
0.06% of portfolio
|
Q4 2024
Reduced 29.65%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
668
shares
|
$186,632
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
667
shares
|
$186,353
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
666
shares
|
$186,073
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
666
shares
|
$186,073
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Feb 13, 2025 Q4 2024 |
666
shares
|
$186,073
0.41% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
666
shares
|
$186,073
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
664
shares
|
$185,514
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
660
shares
|
$184,397
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
660
shares
|
$184,397
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
656
shares
|
$183,279
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
655
shares
|
$183,000
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
654
shares
|
$182,721
0.06% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
653
shares
|
$182,441
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
653
shares
|
$182,441
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
652
shares
|
$182,162
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
651
shares
|
$181,882
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
650
shares
|
$181,603
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$181,603
0.2% of portfolio
|
Q1 2024
Added 8.33%
|