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 Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
15,659
shares
|
$5.35 Million
0.69% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
15,624
shares
|
$5.34 Million
0.16% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15,621
shares
|
$5.34 Million
1.4% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
15,556
shares
|
$5.32 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,543
shares
|
$5.31 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
15,522
shares
|
$5.3 Million
4.58% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,460
shares
|
$5.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,442
shares
|
$5.28 Million
0.2% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,416
shares
|
$5.27 Million
0.55% of portfolio
|
Q3 2024
Added 289.88%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
15,373
shares
|
$5.25 Million
0.86% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
15,366
shares
|
$5.25 Million
0.15% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
15,330
shares
|
$5.24 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,327
shares
|
$5.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$5.22 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
15,243
shares
|
$5.21 Million
1.44% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
15,221
shares
|
$5.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 24.35%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
15,211
shares
|
$5.2 Million
1.28% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
15,198
shares
|
$5.19 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
15,149
shares
|
$5.18 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
15,136
shares
|
$5.17 Million
2.62% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,084
shares
|
$5.15 Million
0.72% of portfolio
|
Q1 2024
Added 12.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
15,039
shares
|
$5.14 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$5.13 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
14,942
shares
|
$5.11 Million
0.66% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,930
shares
|
$5.1 Million
0.45% of portfolio
|
Q4 2024
Added 2.7%
|