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 |
|---|---|---|---|---|---|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,517
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
3,514
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Kraematon Investment Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
3,497
shares
|
$1.2 Million
1.23% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
3,486
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,478
shares
|
$1.19 Million
0.46% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,444
shares
|
$1.18 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
3,426
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,414
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,411
shares
|
$1.17 Million
0.51% of portfolio
|
Q4 2024
Added 127.55%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
3,409
shares
|
$1.17 Million
0.83% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
3,404
shares
|
$1.17 Million
0.67% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$1.17 Million
0.26% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,397
shares
|
$1.17 Million
0.56% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,388
shares
|
$1.16 Million
0.37% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,380
shares
|
$1.16 Million
0.64% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
3,370
shares
|
$1.16 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,366
shares
|
$1.16 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,364
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 77.15%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,358
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,351
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,345
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,337
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,334
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.38%
|