Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,422 institutions that hold shares in the stock, with a total of 755 Million shares, which have been reported (via 13F filing form) to have a value of $225 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9,919
shares
|
$2.91 Million
0.18% of portfolio
|
Q4 2024
Added 20.01%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
9,911
shares
|
$2.9 Million
0.23% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
9,876
shares
|
$2.89 Million
1.48% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
9,864
shares
|
$2.89 Million
1.65% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
9,745
shares
|
$2.86 Million
0.98% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
9,733
shares
|
$2.85 Million
0.11% of portfolio
|
Q4 2024
Added 21.75%
|
|
|
Interval Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,684
shares
|
$2.84 Million
0.07% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
9,675
shares
|
$2.84 Million
0.42% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Feb 14, 2025 Q4 2024 |
9,656
shares
|
$2.83 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,615
shares
|
$2.82 Million
1.78% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
9,586
shares
|
$2.81 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
High Vista Strategies LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
9,585
shares
|
$2.81 Million
1.32% of portfolio
|
Q4 2024
Reduced 42.21%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.8 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.8 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,538
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
9,536
shares
|
$2.79 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
9,463
shares
|
$2.77 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
9,450
shares
|
$2.77 Million
1.27% of portfolio
|
Q4 2024
Added 42.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
9,450
shares
|
$2.77 Million
0.35% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,448
shares
|
$2.77 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
9,395
shares
|
$2.75 Million
0.04% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
9,372
shares
|
$2.75 Million
1.11% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
9,331
shares
|
$2.73 Million
0.56% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
9,315
shares
|
$2.73 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
9,279
shares
|
$2.72 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.86%
|