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 |
|---|---|---|---|---|---|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
11,221
shares
|
$3.83 Million
0.29% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,160
shares
|
$3.81 Million
0.59% of portfolio
|
Q4 2024
Added 146.79%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,157
shares
|
$3.81 Million
1.44% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,136
shares
|
$3.81 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
11,079
shares
|
$3.79 Million
1.22% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$3.78 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
11,053
shares
|
$3.78 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
11,025
shares
|
$3.77 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$3.77 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
11,018
shares
|
$3.76 Million
1.45% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
11,000
shares
|
$3.76 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
10,981
shares
|
$3.75 Million
0.38% of portfolio
|
Q3 2024
Reduced 35.14%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$3.74 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,916
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
10,878
shares
|
$3.72 Million
1.2% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
10,867
shares
|
$3.71 Million
0.5% of portfolio
|
Q3 2023
Added 579.19%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,807
shares
|
$3.69 Million
0.1% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
10,784
shares
|
$3.68 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,750
shares
|
$3.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
10,717
shares
|
$3.66 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
10,714
shares
|
$3.66 Million
0.22% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
10,692
shares
|
$3.65 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
10,662
shares
|
$3.64 Million
1.27% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
10,654
shares
|
$3.64 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
10,651
shares
|
$3.64 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.68%
|