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 |
|---|---|---|---|---|---|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
103
shares
|
$31,909
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
102
shares
|
$31,599
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
102
shares
|
$31,599
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$30,980
0.03% of portfolio
|
Q2 2024
Added 2400.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
100
shares
|
$30,980
0.01% of portfolio
|
Q4 2024
Added 31.58%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$30,980
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
100
shares
|
$30,980
0.03% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$30,050
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
97
shares
|
$30,050
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
97
shares
|
$30,050
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
96
shares
|
$29,740
0.01% of portfolio
|
Q4 2024
Reduced 63.36%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
96
shares
|
$29,740
0.02% of portfolio
|
Q4 2024
Added 81.13%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
94
shares
|
$29,121
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
94
shares
|
$29,121
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
93
shares
|
$28,811
0.01% of portfolio
|
Q4 2024
Reduced 51.56%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
93
shares
|
$28,811
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
91
shares
|
$28,191
0.02% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
89
shares
|
$27,572
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
89
shares
|
$27,572
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
87
shares
|
$26,952
0.01% of portfolio
|
Q4 2024
Added 85.11%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
85
shares
|
$26,333
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
84
shares
|
$26,023
0.0% of portfolio
|
Q3 2024
Added 110.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
82
shares
|
$25,403
0.0% of portfolio
|
Q4 2024
Added 41.38%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$25,403
0.02% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
82
shares
|
$25,403
0.02% of portfolio
|
Q4 2024
Added 30.16%
|