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 |
|---|---|---|---|---|---|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
3,005
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,001
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Added 183.92%
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
3,000
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,974
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,966
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,951
shares
|
$1.01 Million
0.23% of portfolio
|
Q2 2024
Added 184.85%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,947
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2024
Added 10.13%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$1.01 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,943
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,940
shares
|
$1.01 Million
0.25% of portfolio
|
Q1 2024
Added 15.75%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
2,935
shares
|
$1.01 Million
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
2,933
shares
|
$1.01 Million
0.58% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$1 Million
0.29% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
2,901
shares
|
$996,696
0.02% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,900
shares
|
$996,353
0.17% of portfolio
|
Q3 2024
Added 189.71%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$994,978
0.0% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,886
shares
|
$991,543
0.14% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,886
shares
|
$991,543
0.47% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
2,875
shares
|
$987,763
0.8% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jan 16, 2025 Q4 2024 |
2,875
shares
|
$987,763
0.69% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,875
shares
|
$987,763
0.31% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,871
shares
|
$986,389
0.27% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
2,869
shares
|
$985,702
0.2% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,868
shares
|
$985,358
0.13% of portfolio
|
Q4 2024
Added 0.56%
|