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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
4,386
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
4,381
shares
|
$1.51 Million
1.05% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,380
shares
|
$1.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,364
shares
|
$1.5 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
4,358
shares
|
$1.5 Million
0.35% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
4,347
shares
|
$1.49 Million
0.45% of portfolio
|
Q4 2024
Reduced 9.85%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
4,344
shares
|
$1.49 Million
0.39% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,340
shares
|
$1.49 Million
0.3% of portfolio
|
Q4 2024
Added 38.97%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,340
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.49 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
4,322
shares
|
$1.48 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Oct 21, 2024 Q3 2024 |
4,317
shares
|
$1.48 Million
0.76% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
4,303
shares
|
$1.48 Million
0.98% of portfolio
|
Q3 2024
Reduced 40.28%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,294
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 46.2%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
4,290
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 08, 2024 Q3 2024 |
4,283
shares
|
$1.47 Million
0.68% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
4,281
shares
|
$1.47 Million
0.2% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
4,274
shares
|
$1.47 Million
0.61% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
4,270
shares
|
$1.47 Million
0.25% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,269
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Added 38.56%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,253
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Reduced 15.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.46 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
4,234
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
New holding
|