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 |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,597
shares
|
$3.62 Million
0.19% of portfolio
|
Q3 2024
Added 138.19%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
10,541
shares
|
$3.6 Million
0.29% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
10,502
shares
|
$3.59 Million
0.37% of portfolio
|
Q4 2024
Reduced 19.46%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,493
shares
|
$3.59 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,481
shares
|
$3.58 Million
0.2% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
10,391
shares
|
$3.55 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
10,366
shares
|
$3.54 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
10,362
shares
|
$3.54 Million
0.19% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
10,362
shares
|
$3.54 Million
0.12% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
10,360
shares
|
$3.54 Million
0.69% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
10,339
shares
|
$3.53 Million
0.55% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
10,334
shares
|
$3.53 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,331
shares
|
$3.53 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
10,329
shares
|
$3.53 Million
1.14% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
10,322
shares
|
$3.53 Million
0.35% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,270
shares
|
$3.51 Million
0.31% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
10,266
shares
|
$3.51 Million
0.14% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$3.49 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
10,191
shares
|
$3.48 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
10,154
shares
|
$3.47 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
10,147
shares
|
$3.47 Million
1.68% of portfolio
|
Q4 2024
Added 33.53%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,134
shares
|
$3.46 Million
0.3% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,056
shares
|
$3.44 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
10,046
shares
|
$3.43 Million
1.97% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
10,001
shares
|
$3.42 Million
1.71% of portfolio
|
Q4 2024
Added 7.21%
|