Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,084 institutions that hold shares in the stock, with a total of 729 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 |
|---|---|---|---|---|---|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
7,765
shares
|
$2.65 Million
0.3% of portfolio
|
Q4 2024
Added 68.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,753
shares
|
$2.65 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$2.65 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
7,741
shares
|
$2.65 Million
0.38% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
7,714
shares
|
$2.64 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
7,708
shares
|
$2.63 Million
0.77% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,696
shares
|
$2.63 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
7,684
shares
|
$2.63 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
7,626
shares
|
$2.61 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
7,626
shares
|
$2.61 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,618
shares
|
$2.6 Million
0.15% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,616
shares
|
$2.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$2.6 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
7,594
shares
|
$2.59 Million
0.77% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
7,592
shares
|
$2.59 Million
1.11% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
7,588
shares
|
$2.59 Million
0.09% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,566
shares
|
$2.59 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
7,543
shares
|
$2.58 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
7,528
shares
|
$2.57 Million
0.42% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
7,523
shares
|
$2.57 Million
0.88% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$2.57 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,500
shares
|
$2.56 Million
0.39% of portfolio
|
Q1 2023
Added 138.1%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,500
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$2.56 Million
0.77% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
7,476
shares
|
$2.55 Million
0.7% of portfolio
|
Q4 2024
Added 14.26%
|