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 |
|---|---|---|---|---|---|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$1.35 Million
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
3,911
shares
|
$1.34 Million
0.25% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
3,900
shares
|
$1.34 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
3,878
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
3,878
shares
|
$1.33 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
3,871
shares
|
$1.33 Million
0.64% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,871
shares
|
$1.33 Million
0.38% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,870
shares
|
$1.33 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
3,843
shares
|
$1.32 Million
0.5% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,841
shares
|
$1.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
3,839
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,838
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,823
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2024
Added 30.61%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,815
shares
|
$1.31 Million
1.1% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
3,799
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$1.3 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,795
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
3,767
shares
|
$1.29 Million
0.9% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,763
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Reduced 49.63%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,756
shares
|
$1.29 Million
0.25% of portfolio
|
Q3 2024
Added 42.17%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
3,748
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$1.29 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$1.28 Million
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|