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 |
|---|---|---|---|---|---|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
4,227
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,226
shares
|
$1.45 Million
0.09% of portfolio
|
Q4 2024
Added 27.17%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,223
shares
|
$1.45 Million
0.47% of portfolio
|
Q4 2024
Added 59.54%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,218
shares
|
$1.45 Million
0.95% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,217
shares
|
$1.45 Million
0.46% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,209
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,209
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,201
shares
|
$1.44 Million
0.56% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,182
shares
|
$1.44 Million
0.29% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,179
shares
|
$1.44 Million
0.05% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
4,170
shares
|
$1.43 Million
0.15% of portfolio
|
Q4 2024
Reduced 10.86%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,155
shares
|
$1.43 Million
0.68% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,149
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
4,147
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,142
shares
|
$1.42 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
4,141
shares
|
$1.42 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,139
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,135
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,128
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
4,120
shares
|
$1.42 Million
0.71% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,112
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,098
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$1.41 Million
0.21% of portfolio
|
Q1 2024
New holding
|