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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jan 30, 2025 Q4 2024 |
5,346
shares
|
$1.84 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
5,342
shares
|
$1.84 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
5,328
shares
|
$1.83 Million
0.53% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,316
shares
|
$1.83 Million
0.93% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.8 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,225
shares
|
$1.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
5,219
shares
|
$1.79 Million
0.33% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
5,181
shares
|
$1.78 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
5,176
shares
|
$1.78 Million
1.1% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Connective Portfolio Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,170
shares
|
$1.78 Million
2.76% of portfolio
|
Q2 2023
Reduced 54.51%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,159
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,154
shares
|
$1.77 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
5,150
shares
|
$1.77 Million
0.74% of portfolio
|
Q2 2024
Reduced 31.1%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
5,132
shares
|
$1.76 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.76 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,124
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,119
shares
|
$1.76 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
5,116
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
5,112
shares
|
$1.76 Million
1.71% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,101
shares
|
$1.75 Million
0.72% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
5,091
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,088
shares
|
$1.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|