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 |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,463
shares
|
$2.55 Million
0.27% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
7,433
shares
|
$2.54 Million
0.04% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
7,410
shares
|
$2.53 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$2.53 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
7,398
shares
|
$2.53 Million
0.09% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
7,387
shares
|
$2.52 Million
0.51% of portfolio
|
Q4 2024
Added 16.92%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
7,376
shares
|
$2.52 Million
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,375
shares
|
$2.52 Million
0.58% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
7,363
shares
|
$2.52 Million
1.29% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
7,358
shares
|
$2.51 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.83%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
7,355
shares
|
$2.51 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
7,353
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,351
shares
|
$2.51 Million
0.39% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
7,351
shares
|
$2.51 Million
0.23% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
7,350
shares
|
$2.51 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,342
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
7,332
shares
|
$2.51 Million
1.32% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Jan 31, 2025 Q4 2024 |
7,325
shares
|
$2.5 Million
1.6% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
7,303
shares
|
$2.5 Million
0.93% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
7,269
shares
|
$2.48 Million
1.37% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
7,257
shares
|
$2.48 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,247
shares
|
$2.48 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
7,246
shares
|
$2.48 Million
0.68% of portfolio
|
Q4 2024
Added 88.7%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
7,235
shares
|
$2.47 Million
0.57% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
7,232
shares
|
$2.47 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.71%
|