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 |
|---|---|---|---|---|---|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
81
shares
|
$25,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$25,474
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
80
shares
|
$25,474
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Knott David M Jr
Syosset, NY |
Feb 12, 2025 Q4 2024 |
77
shares
|
$24,519
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
77
shares
|
$24,519
0.04% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$23,882
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$23,882
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
75
shares
|
$23,882
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
72
shares
|
$22,926
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
71
shares
|
$22,608
0.01% of portfolio
|
Q4 2024
Reduced 23.66%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
70
shares
|
$22,290
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
69
shares
|
$21,971
0.02% of portfolio
|
Q4 2022
Reduced 51.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
67
shares
|
$21,334
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
67
shares
|
$21,334
0.01% of portfolio
|
Q1 2024
Added 131.34%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
65
shares
|
$20,697
0.04% of portfolio
|
Q4 2024
Reduced 68.9%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
64
shares
|
$20,379
0.0% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
63
shares
|
$20,061
0.01% of portfolio
|
Q4 2024
Reduced 43.24%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
62
shares
|
$19,742
0.01% of portfolio
|
Q3 2023
Reduced 90.61%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61
shares
|
$19,424
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
61
shares
|
$19,424
0.02% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
60
shares
|
$19,105
0.0% of portfolio
|
Q3 2022
Reduced 64.91%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$19,105
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$19,105
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Aegon Asset Management Uk PLC
|
Jan 21, 2025 Q4 2024 |
59
shares
|
$18,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
58
shares
|
$18,468
0.01% of portfolio
|
Q2 2023
New holding
|