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 |
|---|---|---|---|---|---|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,861
shares
|
$982,953
0.47% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$982,610
0.27% of portfolio
|
Q3 2024
Added 76.65%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,841
shares
|
$976,082
0.14% of portfolio
|
Q3 2024
Added 33.44%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,839
shares
|
$975,395
0.05% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,839
shares
|
$975,395
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$972,646
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
2,829
shares
|
$971,959
0.54% of portfolio
|
Q4 2024
Reduced 7.94%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,816
shares
|
$967,493
0.16% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,806
shares
|
$964,057
0.5% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,806
shares
|
$964,057
0.01% of portfolio
|
Q3 2024
Added 76.59%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
2,805
shares
|
$963,713
0.05% of portfolio
|
Q3 2024
Added 89.53%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,802
shares
|
$962,683
0.37% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
2,800
shares
|
$961,996
0.12% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$961,996
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
2,798
shares
|
$961,308
0.14% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
2,798
shares
|
$961,308
0.39% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,778
shares
|
$954,437
0.05% of portfolio
|
Q3 2024
Added 94.4%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,773
shares
|
$952,719
0.04% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$951,688
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,770
shares
|
$951,688
0.05% of portfolio
|
Q3 2024
Added 38.36%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
2,754
shares
|
$946,191
0.5% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,744
shares
|
$942,756
0.22% of portfolio
|
Q3 2024
Added 92.43%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$939,320
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,725
shares
|
$936,228
0.07% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$934,166
0.01% of portfolio
|
Q3 2024
New holding
|