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 |
|---|---|---|---|---|---|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,140
shares
|
$1.08 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
3,136
shares
|
$1.08 Million
0.58% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,126
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,107
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
3,104
shares
|
$1.07 Million
0.36% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,088
shares
|
$1.06 Million
0.11% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,085
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2024
Reduced 61.44%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,075
shares
|
$1.06 Million
3.3% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,069
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Reduced 58.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,065
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
3,065
shares
|
$1.05 Million
2.03% of portfolio
|
Q3 2024
Added 48.64%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
3,064
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,063
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,062
shares
|
$1.05 Million
0.98% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,060
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,052
shares
|
$1.05 Million
0.8% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Corvex Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2023
Reduced 87.06%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,030
shares
|
$1.04 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
3,030
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
3,028
shares
|
$1.04 Million
0.42% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
3,027
shares
|
$1.04 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,013
shares
|
$1.04 Million
0.25% of portfolio
|
Q2 2024
Added 32.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,011
shares
|
$1.03 Million
0.09% of portfolio
|
Q3 2024
Added 12.39%
|