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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$18,150
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
57
shares
|
$18,150
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
56
shares
|
$17,832
0.01% of portfolio
|
Q4 2024
Reduced 64.56%
|
|
|
Park Circle CO
|
Feb 13, 2025 Q4 2024 |
54
shares
|
$17,195
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
53
shares
|
$16,876
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
53
shares
|
$16,876
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
51
shares
|
$16,239
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
51
shares
|
$16,239
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
50
shares
|
$15,921
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
50
shares
|
$15,921
0.01% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$15,603
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
49
shares
|
$15,603
0.0% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Xy Capital LTD
Central, K3 |
Jan 28, 2025 Q4 2024 |
48
shares
|
$15,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
47
shares
|
$14,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
45
shares
|
$14,329
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$14,010
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
44
shares
|
$14,010
0.0% of portfolio
|
Q3 2024
Reduced 50.56%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
43
shares
|
$13,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
42
shares
|
$13,374
0.0% of portfolio
|
Q2 2023
Reduced 23.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
42
shares
|
$13,374
0.01% of portfolio
|
Q4 2023
New holding
|