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 |
|---|---|---|---|---|---|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,459
shares
|
$2.22 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
6,449
shares
|
$2.22 Million
1.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,406
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,397
shares
|
$2.2 Million
0.41% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
6,395
shares
|
$2.2 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
6,393
shares
|
$2.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,382
shares
|
$2.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,376
shares
|
$2.19 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$2.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,368
shares
|
$2.19 Million
0.25% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,367
shares
|
$2.19 Million
0.34% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,356
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
6,349
shares
|
$2.18 Million
0.42% of portfolio
|
Q4 2024
Added 2380.08%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
6,340
shares
|
$2.18 Million
0.57% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
6,328
shares
|
$2.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,320
shares
|
$2.17 Million
0.22% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,307
shares
|
$2.17 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
6,304
shares
|
$2.17 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$2.16 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
6,293
shares
|
$2.16 Million
0.37% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,283
shares
|
$2.16 Million
0.74% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
6,282
shares
|
$2.16 Million
0.97% of portfolio
|
Q4 2024
Added 16.12%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$2.15 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
6,234
shares
|
$2.14 Million
1.26% of portfolio
|
Q4 2024
New holding
|