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 |
|---|---|---|---|---|---|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
21,242
shares
|
$7.26 Million
1.43% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
21,205
shares
|
$7.25 Million
2.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
21,197
shares
|
$7.24 Million
0.33% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
21,100
shares
|
$7.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
21,069
shares
|
$7.2 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
20,861
shares
|
$7.13 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$7.1 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
20,782
shares
|
$7.1 Million
1.36% of portfolio
|
Q4 2024
Added 884.0%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,682
shares
|
$7.07 Million
0.95% of portfolio
|
Q3 2024
Added 59.07%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
20,680
shares
|
$7.07 Million
1.12% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
20,658
shares
|
$7.06 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$7.06 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
20,619
shares
|
$7.05 Million
3.64% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
20,609
shares
|
$7.04 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$7.03 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,538
shares
|
$7.02 Million
4.35% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
20,455
shares
|
$6.99 Million
0.98% of portfolio
|
Q3 2024
Added 72.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
20,405
shares
|
$6.97 Million
0.48% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
20,391
shares
|
$6.97 Million
0.44% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
20,336
shares
|
$6.95 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
20,158
shares
|
$6.89 Million
0.56% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,101
shares
|
$6.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
20,100
shares
|
$6.87 Million
0.94% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
20,094
shares
|
$6.87 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
20,080
shares
|
$6.86 Million
1.43% of portfolio
|
Q4 2024
Added 1.69%
|