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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
9,372
shares
|
$3.2 Million
1.11% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,353
shares
|
$3.2 Million
0.14% of portfolio
|
Q3 2024
Added 88.42%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,331
shares
|
$3.19 Million
0.56% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
9,330
shares
|
$3.19 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
9,327
shares
|
$3.19 Million
0.73% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
9,318
shares
|
$3.18 Million
0.28% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,296
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,262
shares
|
$3.16 Million
0.07% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,213
shares
|
$3.15 Million
0.27% of portfolio
|
Q3 2024
Added 22.46%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
9,209
shares
|
$3.15 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,204
shares
|
$3.15 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
9,167
shares
|
$3.13 Million
0.18% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
9,150
shares
|
$3.13 Million
0.83% of portfolio
|
Q4 2023
Added 94.68%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.55%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,123
shares
|
$3.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
9,091
shares
|
$3.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$3.11 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,079
shares
|
$3.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
9,070
shares
|
$3.1 Million
0.63% of portfolio
|
Q4 2024
Added 25.81%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
9,036
shares
|
$3.09 Million
0.83% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
9,010
shares
|
$3.08 Million
1.95% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
8,995
shares
|
$3.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
8,936
shares
|
$3.05 Million
0.15% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,917
shares
|
$3.05 Million
0.04% of portfolio
|
Q3 2024
Added 23.97%
|