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 |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
137
shares
|
$43,624
0.02% of portfolio
|
Q4 2024
Added 82.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
136
shares
|
$43,306
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
135
shares
|
$42,988
0.01% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
135
shares
|
$42,988
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
128
shares
|
$40,759
0.06% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
127
shares
|
$40,440
0.0% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$39,803
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
125
shares
|
$39,803
0.03% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$38,848
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
120
shares
|
$38,211
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
118
shares
|
$37,574
0.03% of portfolio
|
Q4 2024
Reduced 74.12%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
117
shares
|
$37,256
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$37,256
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
117
shares
|
$37,256
0.02% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
116
shares
|
$36,937
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
116
shares
|
$36,937
0.02% of portfolio
|
Q3 2024
Reduced 85.46%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
115
shares
|
$36,619
0.01% of portfolio
|
Q3 2024
Reduced 10.85%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$35,982
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
113
shares
|
$35,982
0.01% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
110
shares
|
$35,027
0.02% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
110
shares
|
$35,027
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$34,708
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
108
shares
|
$34,390
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$33,435
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
105
shares
|
$33,435
0.0% of portfolio
|
Q4 2024
New holding
|