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 |
|---|---|---|---|---|---|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,214
shares
|
$4.17 Million
0.07% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Carmignac Gestion
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,212
shares
|
$4.17 Million
0.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
12,212
shares
|
$4.17 Million
1.09% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$4.17 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
12,151
shares
|
$4.15 Million
0.12% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
12,144
shares
|
$4.15 Million
0.77% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
12,052
shares
|
$4.12 Million
2.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
12,034
shares
|
$4.11 Million
1.47% of portfolio
|
Q3 2024
Added 73.25%
|
|
|
Gunderson Capital Management Inc.
|
Jan 13, 2025 Q4 2024 |
11,992
shares
|
$4.1 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
11,965
shares
|
$4.09 Million
0.84% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$4.09 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
11,933
shares
|
$4.08 Million
1.35% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,918
shares
|
$4.07 Million
0.43% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$4.05 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,711
shares
|
$4 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
11,708
shares
|
$4 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
11,583
shares
|
$3.96 Million
0.28% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
11,513
shares
|
$3.93 Million
0.37% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
11,500
shares
|
$3.93 Million
0.03% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,451
shares
|
$3.91 Million
0.15% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,421
shares
|
$3.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$3.9 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
11,390
shares
|
$3.89 Million
1.62% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
11,332
shares
|
$3.87 Million
0.38% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Cohen Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
11,222
shares
|
$3.83 Million
2.26% of portfolio
|
Q4 2024
Added 0.38%
|