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 |
|---|---|---|---|---|---|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,896
shares
|
$3.04 Million
0.58% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
8,891
shares
|
$3.04 Million
1.8% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$3.03 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
8,882
shares
|
$3.03 Million
0.24% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
8,856
shares
|
$3.03 Million
0.45% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
8,825
shares
|
$3.02 Million
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
8,810
shares
|
$3.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
8,800
shares
|
$3.01 Million
2.03% of portfolio
|
Q4 2024
Reduced 22.81%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 15, 2025 Q4 2024 |
8,790
shares
|
$3 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
8,772
shares
|
$3 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,742
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,702
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,696
shares
|
$2.97 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2024 Q3 2024 |
8,690
shares
|
$2.97 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
8,661
shares
|
$2.96 Million
0.28% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
8,646
shares
|
$2.95 Million
0.4% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.95 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
8,634
shares
|
$2.95 Million
0.83% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
8,612
shares
|
$2.94 Million
3.08% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
8,570
shares
|
$2.93 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jan 28, 2025 Q4 2024 |
8,556
shares
|
$2.92 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,542
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,468
shares
|
$2.89 Million
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
8,451
shares
|
$2.89 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
8,444
shares
|
$2.89 Million
0.75% of portfolio
|
Q3 2024
Added 4.05%
|