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 |
|---|---|---|---|---|---|
|
Gladius Capital Management LP
Chicago, IL |
Jan 31, 2025 Q4 2024 |
6,224
shares
|
$2.14 Million
1.2% of portfolio
|
Q4 2024
Added 52.55%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,210
shares
|
$2.13 Million
0.33% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
6,205
shares
|
$2.13 Million
0.17% of portfolio
|
Q4 2024
Reduced 36.33%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
6,200
shares
|
$2.13 Million
1.58% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,181
shares
|
$2.12 Million
0.13% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
6,179
shares
|
$2.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
6,175
shares
|
$2.12 Million
1.77% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
6,174
shares
|
$2.12 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
6,157
shares
|
$2.12 Million
0.55% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
6,105
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
6,084
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,066
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
Added 10.09%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 05, 2024 Q3 2024 |
6,065
shares
|
$2.08 Million
4.89% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
6,061
shares
|
$2.08 Million
0.32% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,049
shares
|
$2.08 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,044
shares
|
$2.08 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,029
shares
|
$2.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
6,021
shares
|
$2.07 Million
0.69% of portfolio
|
Q4 2024
Added 35.18%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
6,007
shares
|
$2.06 Million
0.22% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,993
shares
|
$2.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
5,986
shares
|
$2.06 Million
0.31% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
5,981
shares
|
$2.05 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
5,953
shares
|
$2.05 Million
0.14% of portfolio
|
Q4 2024
Reduced 23.86%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
5,944
shares
|
$2.04 Million
0.52% of portfolio
|
Q4 2024
Added 131.73%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
5,932
shares
|
$2.04 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.4%
|