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 |
|---|---|---|---|---|---|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
16,474
shares
|
$5.63 Million
0.07% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jan 23, 2025 Q4 2024 |
16,462
shares
|
$5.63 Million
3.82% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Rba Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
16,457
shares
|
$5.62 Million
2.09% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
16,347
shares
|
$5.59 Million
1.41% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
16,255
shares
|
$5.55 Million
1.75% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
16,202
shares
|
$5.54 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,164
shares
|
$5.52 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$5.5 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
16,093
shares
|
$5.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 42.6%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
16,055
shares
|
$5.49 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$5.48 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,041
shares
|
$5.48 Million
1.66% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jan 23, 2025 Q4 2024 |
16,019
shares
|
$5.47 Million
0.98% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
16,002
shares
|
$5.47 Million
0.34% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
15,985
shares
|
$5.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 53.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,951
shares
|
$5.45 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
15,946
shares
|
$5.45 Million
0.44% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
15,935
shares
|
$5.44 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
15,931
shares
|
$5.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
15,899
shares
|
$5.43 Million
0.16% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
15,832
shares
|
$5.41 Million
1.31% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
15,807
shares
|
$5.4 Million
0.42% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
15,778
shares
|
$5.39 Million
0.85% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
15,708
shares
|
$5.37 Million
0.27% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$5.36 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|