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 |
|---|---|---|---|---|---|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,080
shares
|
$1.4 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$1.4 Million
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,069
shares
|
$1.4 Million
1.18% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Lcm Capital Management Inc
|
Jan 27, 2025 Q4 2024 |
4,062
shares
|
$1.4 Million
0.79% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$1.4 Million
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,054
shares
|
$1.39 Million
0.13% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,044
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,041
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,033
shares
|
$1.39 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
4,027
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,026
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,023
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$1.38 Million
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Jan 29, 2025 Q4 2024 |
4,020
shares
|
$1.38 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,001
shares
|
$1.37 Million
0.2% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
3,989
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
3,981
shares
|
$1.37 Million
0.3% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
3,978
shares
|
$1.37 Million
0.14% of portfolio
|
Q4 2024
Added 179.35%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$1.36 Million
2.2% of portfolio
|
Q2 2022
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,945
shares
|
$1.36 Million
0.21% of portfolio
|
Q4 2024
Added 35.71%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
3,945
shares
|
$1.36 Million
0.51% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,940
shares
|
$1.35 Million
0.51% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,936
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 29.73%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,921
shares
|
$1.35 Million
0.29% of portfolio
|
Q4 2024
Added 22.04%
|