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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
5,506
shares
|
$1.89 Million
0.73% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
5,496
shares
|
$1.89 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
5,493
shares
|
$1.89 Million
0.34% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Myriad Asset Management Us LP
|
Jan 30, 2025 Q4 2024 |
5,483
shares
|
$1.88 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
5,482
shares
|
$1.88 Million
0.54% of portfolio
|
Q4 2024
Added 78.39%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,479
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,478
shares
|
$1.88 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
5,475
shares
|
$1.88 Million
0.07% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
5,474
shares
|
$1.88 Million
0.66% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,473
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2024
Added 283.0%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
5,465
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
5,459
shares
|
$1.88 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
5,453
shares
|
$1.87 Million
1.32% of portfolio
|
Q2 2024
Added 21.77%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
5,448
shares
|
$1.87 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,447
shares
|
$1.87 Million
0.39% of portfolio
|
Q3 2024
Added 69.16%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,442
shares
|
$1.87 Million
0.12% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
5,442
shares
|
$1.87 Million
0.42% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,437
shares
|
$1.87 Million
0.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
5,416
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
5,394
shares
|
$1.85 Million
0.19% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
5,368
shares
|
$1.84 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
5,361
shares
|
$1.84 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
5,350
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
5,347
shares
|
$1.84 Million
1.44% of portfolio
|
Q4 2024
Reduced 6.98%
|