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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
4,688
shares
|
$1.61 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,683
shares
|
$1.61 Million
0.22% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,664
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,659
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
4,659
shares
|
$1.6 Million
0.77% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
4,628
shares
|
$1.59 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,618
shares
|
$1.59 Million
0.16% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
4,617
shares
|
$1.59 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
4,615
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,595
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
4,575
shares
|
$1.57 Million
0.38% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$1.57 Million
0.35% of portfolio
|
Q4 2023
Reduced 36.46%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$1.57 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,562
shares
|
$1.57 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,541
shares
|
$1.56 Million
0.27% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.56 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
4,539
shares
|
$1.56 Million
0.56% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,524
shares
|
$1.55 Million
0.34% of portfolio
|
Q4 2024
Added 30.56%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
4,508
shares
|
$1.55 Million
0.26% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,496
shares
|
$1.54 Million
0.11% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
4,473
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 62.01%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,472
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
4,458
shares
|
$1.53 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
4,440
shares
|
$1.53 Million
1.12% of portfolio
|
Q4 2023
Added 0.81%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
4,414
shares
|
$1.52 Million
0.78% of portfolio
|
Q4 2024
Added 0.43%
|