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 |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$2.3 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
6,700
shares
|
$2.3 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
6,689
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
6,686
shares
|
$2.3 Million
1.32% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
6,682
shares
|
$2.3 Million
0.82% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,679
shares
|
$2.29 Million
0.01% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,666
shares
|
$2.29 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,664
shares
|
$2.29 Million
0.16% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
6,663
shares
|
$2.29 Million
0.99% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,656
shares
|
$2.29 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
6,650
shares
|
$2.28 Million
0.68% of portfolio
|
Q2 2024
Added 77.33%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
6,636
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,632
shares
|
$2.28 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
6,605
shares
|
$2.27 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
6,600
shares
|
$2.27 Million
0.98% of portfolio
|
Q4 2024
Added 560.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
6,589
shares
|
$2.26 Million
0.28% of portfolio
|
Q4 2024
Added 376.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,585
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$2.26 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
6,580
shares
|
$2.26 Million
1.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
6,578
shares
|
$2.26 Million
0.67% of portfolio
|
Q4 2024
Reduced 11.7%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,573
shares
|
$2.26 Million
0.27% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
6,570
shares
|
$2.26 Million
0.31% of portfolio
|
Q3 2024
Added 203.18%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,567
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
6,517
shares
|
$2.24 Million
0.44% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Deltec Asset Management LLC
|
Jan 27, 2025 Q4 2024 |
6,500
shares
|
$2.23 Million
0.46% of portfolio
|
Q2 2024
Added 36.84%
|