Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,414 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $231 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
3,400
shares
|
$1.04 Million
0.26% of portfolio
|
Q3 2024
Added 2.66%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,397
shares
|
$1.04 Million
0.56% of portfolio
|
Q4 2024
Added 3.22%
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,388
shares
|
$1.04 Million
0.37% of portfolio
|
Q4 2024
Added 0.03%
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
3,380
shares
|
$1.03 Million
0.64% of portfolio
|
Q4 2024
Added 4.74%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,371
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 350.67%
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
3,370
shares
|
$1.03 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
3,366
shares
|
$1.03 Million
0.81% of portfolio
|
Q4 2024
Added 0.96%
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
3,364
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Added 77.15%
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,358
shares
|
$1.03 Million
0.08% of portfolio
|
Q4 2024
Added 2.75%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,351
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
3,337
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 6.65%
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
3,337
shares
|
$1.02 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,326
shares
|
$1.02 Million
0.33% of portfolio
|
Q4 2024
Added 1.59%
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,324
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
3,322
shares
|
$1.02 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
3,321
shares
|
$1.02 Million
0.98% of portfolio
|
Q4 2024
Added 3.01%
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
3,305
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,297
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
3,262
shares
|
$997,780
0.26% of portfolio
|
Q3 2024
Reduced 71.83%
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,262
shares
|
$997,780
0.94% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,262
shares
|
$997,780
0.36% of portfolio
|
Q4 2024
Added 7.23%
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
3,240
shares
|
$991,051
0.28% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
3,238
shares
|
$990,439
0.39% of portfolio
|
Q4 2024
Added 5.3%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,238
shares
|
$990,439
0.04% of portfolio
|
Q4 2024
Reduced 24.1%
|