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 |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
7,221
shares
|
$2.47 Million
1.12% of portfolio
|
Q4 2024
Added 44.3%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
7,217
shares
|
$2.47 Million
0.53% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
7,205
shares
|
$2.46 Million
1.04% of portfolio
|
Q4 2024
Added 77.81%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
7,197
shares
|
$2.46 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$2.46 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,186
shares
|
$2.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
7,176
shares
|
$2.45 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
7,143
shares
|
$2.44 Million
0.54% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$2.44 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
7,097
shares
|
$2.43 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
7,093
shares
|
$2.42 Million
0.44% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,090
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,089
shares
|
$2.42 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,047
shares
|
$2.41 Million
0.12% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
7,027
shares
|
$2.4 Million
0.14% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$2.4 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
7,019
shares
|
$2.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,014
shares
|
$2.4 Million
0.39% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,998
shares
|
$2.39 Million
1.31% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,993
shares
|
$2.39 Million
0.23% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
6,985
shares
|
$2.39 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$2.38 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,949
shares
|
$2.37 Million
1.1% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
6,935
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2024
Added 45.69%
|