Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,410 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 $245 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
310
shares
|
$98,713
0.03% of portfolio
|
Q1 2023
Reduced 61.3%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
310
shares
|
$98,713
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
309
shares
|
$98,394
0.07% of portfolio
|
Q3 2024
Reduced 44.72%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$95,529
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$95,529
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
298
shares
|
$94,892
0.06% of portfolio
|
Q2 2024
Added 21.14%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
298
shares
|
$94,892
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
296
shares
|
$94,255
0.01% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
292
shares
|
$92,981
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
292
shares
|
$92,981
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
288
shares
|
$91,707
0.02% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
283
shares
|
$90,115
0.04% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
275
shares
|
$87,568
0.03% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
271
shares
|
$86,294
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
268
shares
|
$85,339
0.07% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$84,702
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
265
shares
|
$84,383
0.02% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
264
shares
|
$84,065
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
263
shares
|
$83,747
0.04% of portfolio
|
Q4 2024
Reduced 30.24%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
263
shares
|
$83,747
0.02% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
261
shares
|
$83,110
0.05% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
258
shares
|
$82,154
0.04% of portfolio
|
Q4 2024
Reduced 10.42%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
252
shares
|
$80,244
0.03% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
248
shares
|
$78,970
0.07% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
245
shares
|
$78,015
0.03% of portfolio
|
Q4 2024
New holding
|