Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,422 institutions that hold shares in the stock, with a total of 755 Million shares, which have been reported (via 13F filing form) to have a value of $225 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
6,988
shares
|
$2.08 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$2.08 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,949
shares
|
$2.07 Million
1.1% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
6,935
shares
|
$2.07 Million
0.28% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,933
shares
|
$2.06 Million
0.14% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,925
shares
|
$2.06 Million
0.53% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Feb 13, 2025 Q4 2024 |
6,913
shares
|
$2.06 Million
2.45% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$2.05 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,898
shares
|
$2.05 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$2.05 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Barings LLC
|
Feb 07, 2025 Q4 2024 |
6,886
shares
|
$2.05 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Feb 07, 2025 Q4 2024 |
6,878
shares
|
$2.05 Million
0.03% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
6,876
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
6,851
shares
|
$2.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 16.12%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
6,849
shares
|
$2.04 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Feb 11, 2025 Q4 2024 |
6,847
shares
|
$2.04 Million
0.47% of portfolio
|
Q4 2024
Added 442.55%
|
|
|
Udine Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
6,838
shares
|
$2.04 Million
1.5% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
6,837
shares
|
$2.04 Million
0.97% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,810
shares
|
$2.03 Million
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,807
shares
|
$2.03 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
6,781
shares
|
$2.02 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
6,781
shares
|
$2.02 Million
1.29% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
6,774
shares
|
$2.02 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
6,772
shares
|
$2.02 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Broderick Brian C
|
Feb 12, 2025 Q4 2024 |
6,764
shares
|
$2.01 Million
0.49% of portfolio
|
Q4 2024
New holding
|