Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,141 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
2,816
shares
|
$931,560
0.16% of portfolio
|
Q4 2024
Added 24.0%
|
|
|
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,806
shares
|
$928,252
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
|
$928,252
0.01% of portfolio
|
Q3 2024
Added 76.59%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,802
shares
|
$926,929
0.37% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
2,800
shares
|
$926,268
0.12% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
2,798
shares
|
$925,606
0.14% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
2,798
shares
|
$925,606
0.47% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,791
shares
|
$923,290
0.08% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,773
shares
|
$917,336
0.04% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$916,343
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
2,755
shares
|
$911,381
0.06% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
2,754
shares
|
$911,050
0.5% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$904,434
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,725
shares
|
$901,457
0.07% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$899,472
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$898,810
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$898,149
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$894,179
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,703
shares
|
$894,179
0.21% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,700
shares
|
$893,187
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$893,187
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,695
shares
|
$891,532
0.06% of portfolio
|
Q3 2024
Added 54.44%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,695
shares
|
$891,532
0.44% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$884,916
0.09% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$883,924
0.37% of portfolio
|
Q1 2023
Added 1.48%
|