Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,090 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
25,442
shares
|
$8.69 Million
0.21% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
25,409
shares
|
$8.68 Million
0.14% of portfolio
|
Q3 2024
Added 121.27%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
25,306
shares
|
$8.65 Million
2.0% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
25,003
shares
|
$8.54 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
24,968
shares
|
$8.53 Million
0.06% of portfolio
|
Q3 2024
Added 1510.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$8.51 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
24,827
shares
|
$8.48 Million
2.76% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
24,722
shares
|
$8.45 Million
0.53% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
24,648
shares
|
$8.42 Million
0.7% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
24,581
shares
|
$8.4 Million
1.21% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$8.34 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,341
shares
|
$8.32 Million
0.09% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
24,312
shares
|
$8.31 Million
0.71% of portfolio
|
Q2 2024
Reduced 19.97%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
24,298
shares
|
$8.3 Million
0.14% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
24,149
shares
|
$8.25 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
24,135
shares
|
$8.25 Million
1.3% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
24,028
shares
|
$8.21 Million
0.18% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
23,999
shares
|
$8.2 Million
1.68% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
23,944
shares
|
$8.18 Million
3.24% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
23,932
shares
|
$8.18 Million
0.42% of portfolio
|
Q3 2024
Added 971.74%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
23,920
shares
|
$8.17 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
23,866
shares
|
$8.16 Million
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
23,833
shares
|
$8.14 Million
0.05% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,729
shares
|
$8.11 Million
0.32% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$8.1 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|