Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,405 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
633
shares
|
$208,231
0.05% of portfolio
|
Q4 2024
New holding
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
631
shares
|
$207,573
0.08% of portfolio
|
Q4 2024
New holding
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
627
shares
|
$206,257
0.2% of portfolio
|
Q4 2024
New holding
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
626
shares
|
$205,928
0.04% of portfolio
|
Q4 2024
New holding
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
626
shares
|
$205,928
0.06% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
625
shares
|
$205,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vienna Asset Management LLC
Cupertino, CA |
Feb 14, 2025 Q4 2024 |
625
shares
|
$205,600
0.15% of portfolio
|
Q4 2024
New holding
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
624
shares
|
$205,271
0.07% of portfolio
|
Q4 2024
New holding
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
624
shares
|
$205,271
0.07% of portfolio
|
Q4 2024
New holding
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
623
shares
|
$204,942
0.11% of portfolio
|
Q4 2024
New holding
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
623
shares
|
$204,942
0.14% of portfolio
|
Q4 2024
New holding
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
622
shares
|
$204,613
0.03% of portfolio
|
Q3 2024
Reduced 34.53%
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
619
shares
|
$203,626
0.06% of portfolio
|
Q4 2024
New holding
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
619
shares
|
$203,626
0.12% of portfolio
|
Q4 2024
New holding
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
618
shares
|
$203,297
0.02% of portfolio
|
Q4 2024
New holding
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
618
shares
|
$203,297
0.18% of portfolio
|
Q4 2024
New holding
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
616
shares
|
$202,639
0.11% of portfolio
|
Q4 2024
New holding
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
616
shares
|
$202,639
0.04% of portfolio
|
Q4 2024
New holding
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$202,639
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
616
shares
|
$202,639
0.08% of portfolio
|
Q4 2024
New holding
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
615
shares
|
$202,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
611
shares
|
$200,994
0.07% of portfolio
|
Q4 2024
New holding
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
610
shares
|
$200,665
0.12% of portfolio
|
Q4 2024
New holding
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
610
shares
|
$200,665
0.03% of portfolio
|
Q4 2024
New holding
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
609
shares
|
$200,336
0.08% of portfolio
|
Q4 2024
New holding
|