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 |
|---|---|---|---|---|---|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
8,437
shares
|
$2.88 Million
1.04% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
8,410
shares
|
$2.87 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
8,404
shares
|
$2.87 Million
0.54% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
8,400
shares
|
$2.87 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8,377
shares
|
$2.86 Million
0.08% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,370
shares
|
$2.86 Million
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
8,363
shares
|
$2.86 Million
0.74% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,348
shares
|
$2.85 Million
0.54% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
8,330
shares
|
$2.85 Million
0.34% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,325
shares
|
$2.84 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
8,285
shares
|
$2.83 Million
2.45% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,270
shares
|
$2.83 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
8,210
shares
|
$2.81 Million
0.29% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,185
shares
|
$2.8 Million
0.09% of portfolio
|
Q2 2024
Added 31.95%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,167
shares
|
$2.79 Million
0.72% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
8,165
shares
|
$2.79 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
8,162
shares
|
$2.79 Million
1.19% of portfolio
|
Q4 2024
Added 23.24%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
8,151
shares
|
$2.79 Million
0.8% of portfolio
|
Q4 2024
Reduced 19.12%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
8,125
shares
|
$2.78 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
8,102
shares
|
$2.77 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$2.76 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
8,090
shares
|
$2.76 Million
5.74% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,087
shares
|
$2.76 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
8,079
shares
|
$2.76 Million
0.78% of portfolio
|
Q4 2024
Added 0.15%
|