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 |
|---|---|---|---|---|---|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,334
shares
|
$1.15 Million
0.67% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,322
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
3,305
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,297
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
3,279
shares
|
$1.13 Million
0.73% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,278
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,274
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
3,262
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
Reduced 71.83%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,262
shares
|
$1.12 Million
0.77% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,262
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,239
shares
|
$1.11 Million
0.06% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
3,238
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,238
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,224
shares
|
$1.11 Million
0.77% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,215
shares
|
$1.1 Million
0.18% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
3,188
shares
|
$1.1 Million
0.57% of portfolio
|
Q2 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
3,188
shares
|
$1.1 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,183
shares
|
$1.09 Million
0.18% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
3,173
shares
|
$1.09 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,163
shares
|
$1.09 Million
0.17% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,155
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,154
shares
|
$1.08 Million
0.08% of portfolio
|
Q2 2023
Reduced 18.73%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
3,150
shares
|
$1.08 Million
1.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Added 3.56%
|