Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,411 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 $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
188
shares
|
$58,242
0.01% of portfolio
|
Q4 2024
Added 22.88%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
187
shares
|
$57,932
0.02% of portfolio
|
Q4 2024
Reduced 89.1%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
185
shares
|
$57,313
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
180
shares
|
$55,764
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
178
shares
|
$55,144
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
177
shares
|
$54,834
0.02% of portfolio
|
Q4 2024
Added 88.3%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
176
shares
|
$54,524
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
176
shares
|
$54,524
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
175
shares
|
$54,215
0.03% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
170
shares
|
$52,666
0.04% of portfolio
|
Q3 2024
Reduced 52.78%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
168
shares
|
$52,046
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
168
shares
|
$52,046
0.01% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
167
shares
|
$51,736
0.04% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
165
shares
|
$51,117
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
165
shares
|
$51,117
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
165
shares
|
$51,117
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
161
shares
|
$49,877
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
155
shares
|
$48,019
0.03% of portfolio
|
Q2 2024
Added 29.17%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
150
shares
|
$46,470
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
150
shares
|
$46,470
0.04% of portfolio
|
Q1 2024
Reduced 31.19%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
144
shares
|
$44,611
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
140
shares
|
$43,372
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$43,062
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
139
shares
|
$43,062
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
138
shares
|
$42,752
0.0% of portfolio
|
Q4 2023
Reduced 4.83%
|