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 |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,680
shares
|
$8.09 Million
0.59% of portfolio
|
Q4 2024
Added 44.88%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
23,552
shares
|
$8.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 70.29%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
23,513
shares
|
$8.03 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
23,512
shares
|
$8.03 Million
3.68% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
23,483
shares
|
$8.02 Million
0.76% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23,479
shares
|
$8.02 Million
0.69% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23,394
shares
|
$7.99 Million
2.46% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
23,348
shares
|
$7.98 Million
0.53% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
23,300
shares
|
$7.96 Million
1.33% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$7.94 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
23,201
shares
|
$7.93 Million
2.65% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jan 29, 2025 Q4 2024 |
23,187
shares
|
$7.92 Million
1.61% of portfolio
|
Q4 2024
Reduced 22.7%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
23,142
shares
|
$7.91 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
23,139
shares
|
$7.91 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
23,046
shares
|
$7.87 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$7.87 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
23,040
shares
|
$7.87 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
23,032
shares
|
$7.87 Million
1.09% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
23,029
shares
|
$7.87 Million
0.4% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
23,010
shares
|
$7.86 Million
0.14% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
22,959
shares
|
$7.85 Million
0.28% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,943
shares
|
$7.84 Million
2.18% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
22,933
shares
|
$7.84 Million
1.7% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,865
shares
|
$7.81 Million
0.06% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
22,818
shares
|
$7.8 Million
0.04% of portfolio
|
Q4 2024
Added 5.32%
|