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 |
|---|---|---|---|---|---|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$3.42 Million
0.98% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,978
shares
|
$3.41 Million
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,962
shares
|
$3.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
9,949
shares
|
$3.4 Million
0.32% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,935
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2024
Added 36.64%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,919
shares
|
$3.39 Million
0.18% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,911
shares
|
$3.39 Million
0.23% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
9,900
shares
|
$3.38 Million
2.23% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
9,864
shares
|
$3.37 Million
1.65% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
9,815
shares
|
$3.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
9,745
shares
|
$3.33 Million
0.98% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
9,696
shares
|
$3.31 Million
1.14% of portfolio
|
Q3 2024
Added 35.02%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
9,690
shares
|
$3.31 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
9,675
shares
|
$3.31 Million
0.42% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,615
shares
|
$3.29 Million
1.78% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
9,608
shares
|
$3.28 Million
0.27% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
9,586
shares
|
$3.28 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$3.27 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$3.27 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,538
shares
|
$3.26 Million
0.23% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
9,536
shares
|
$3.26 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,528
shares
|
$3.26 Million
0.37% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,481
shares
|
$3.24 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
9,449
shares
|
$3.23 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,448
shares
|
$3.23 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.92%
|