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 |
|---|---|---|---|---|---|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,925
shares
|
$2.38 Million
0.53% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
6,923
shares
|
$2.38 Million
0.35% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
6,913
shares
|
$2.38 Million
2.04% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Angle Point Asset Management LTD
Hong Kong, K3 |
Nov 04, 2024 Q3 2024 |
6,900
shares
|
$2.37 Million
3.92% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,898
shares
|
$2.37 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
6,893
shares
|
$2.37 Million
0.99% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,851
shares
|
$2.35 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
6,838
shares
|
$2.35 Million
1.5% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
6,823
shares
|
$2.34 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,810
shares
|
$2.34 Million
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,807
shares
|
$2.34 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,797
shares
|
$2.34 Million
0.25% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,794
shares
|
$2.33 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
6,782
shares
|
$2.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 72.63%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
6,781
shares
|
$2.33 Million
1.29% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,774
shares
|
$2.33 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
6,760
shares
|
$2.32 Million
0.76% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
6,749
shares
|
$2.32 Million
0.64% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
6,747
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,745
shares
|
$2.32 Million
0.05% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
6,743
shares
|
$2.32 Million
0.12% of portfolio
|
Q3 2024
Added 280.1%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6,720
shares
|
$2.31 Million
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
6,712
shares
|
$2.31 Million
1.35% of portfolio
|
Q4 2024
Added 58.86%
|