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 |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,853
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,852
shares
|
$1.67 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
4,846
shares
|
$1.66 Million
0.44% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,830
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
4,829
shares
|
$1.66 Million
0.82% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
4,825
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
4,824
shares
|
$1.66 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,807
shares
|
$1.65 Million
0.4% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
4,802
shares
|
$1.65 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
4,798
shares
|
$1.65 Million
0.75% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
4,797
shares
|
$1.65 Million
0.34% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,791
shares
|
$1.65 Million
0.49% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.65 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,781
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,747
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
4,735
shares
|
$1.63 Million
1.62% of portfolio
|
Q2 2024
Added 2.62%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
4,734
shares
|
$1.63 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.62 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,713
shares
|
$1.62 Million
0.03% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
4,712
shares
|
$1.62 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.62 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
4,706
shares
|
$1.62 Million
0.75% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
4,701
shares
|
$1.62 Million
0.74% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,700
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$1.61 Million
0.75% of portfolio
|
Q3 2024
Added 3.44%
|