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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
18,830
shares
|
$6.43 Million
0.14% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$6.43 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,780
shares
|
$6.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
18,723
shares
|
$6.4 Million
1.45% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
18,586
shares
|
$6.35 Million
0.4% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
18,540
shares
|
$6.34 Million
0.38% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
18,500
shares
|
$6.32 Million
2.25% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
18,360
shares
|
$6.27 Million
0.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$6.27 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
18,218
shares
|
$6.23 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$6.18 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
18,096
shares
|
$6.18 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
18,054
shares
|
$6.17 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
18,009
shares
|
$6.15 Million
1.23% of portfolio
|
Q1 2024
Reduced 37.0%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
17,994
shares
|
$6.15 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
17,982
shares
|
$6.14 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
17,866
shares
|
$6.1 Million
0.36% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jan 29, 2025 Q4 2024 |
17,767
shares
|
$6.07 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
17,724
shares
|
$6.06 Million
1.48% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
17,697
shares
|
$6.05 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.35%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
17,694
shares
|
$6.05 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,607
shares
|
$6.02 Million
1.17% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
17,576
shares
|
$6.01 Million
1.8% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
17,500
shares
|
$5.98 Million
1.78% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
17,500
shares
|
$5.98 Million
4.17% of portfolio
|
Q3 2022
New holding
|