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 |
|---|---|---|---|---|---|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,061
shares
|
$1.74 Million
0.75% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
5,055
shares
|
$1.74 Million
0.42% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,055
shares
|
$1.74 Million
0.75% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,052
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,038
shares
|
$1.73 Million
0.23% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,035
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,026
shares
|
$1.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Ayrshire Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
5,014
shares
|
$1.72 Million
0.87% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
5,006
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.72 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.72 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$1.72 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,987
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,980
shares
|
$1.71 Million
0.11% of portfolio
|
Q3 2024
Added 122.52%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,943
shares
|
$1.7 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.69 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
4,913
shares
|
$1.69 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,901
shares
|
$1.68 Million
0.3% of portfolio
|
Q4 2024
Added 8.96%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
4,894
shares
|
$1.68 Million
0.67% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
4,883
shares
|
$1.68 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,881
shares
|
$1.68 Million
0.21% of portfolio
|
Q4 2024
Added 266.72%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
4,867
shares
|
$1.67 Million
0.91% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,865
shares
|
$1.67 Million
0.68% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
4,857
shares
|
$1.67 Million
0.61% of portfolio
|
Q3 2024
Added 2.04%
|