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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,468
shares
|
$847,930
0.04% of portfolio
|
Q4 2024
Added 35.75%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
2,467
shares
|
$847,587
0.7% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,458
shares
|
$844,495
0.17% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,457
shares
|
$844,151
0.03% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,456
shares
|
$843,807
0.14% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,450
shares
|
$841,746
0.06% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
2,447
shares
|
$840,715
0.18% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,438
shares
|
$837,623
0.39% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,434
shares
|
$836,249
0.04% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,433
shares
|
$835,905
0.29% of portfolio
|
Q2 2024
Added 125.49%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,423
shares
|
$832,470
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
2,413
shares
|
$829,034
0.42% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$825,598
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$824,911
0.14% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$823,880
0.08% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,396
shares
|
$823,193
0.48% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$822,850
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
2,393
shares
|
$822,163
0.36% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
2,390
shares
|
$821,132
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,390
shares
|
$821,132
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$819,758
0.14% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,384
shares
|
$819,070
0.07% of portfolio
|
Q4 2024
Added 18.02%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$813,917
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,367
shares
|
$813,230
0.31% of portfolio
|
Q4 2024
Added 27.4%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,359
shares
|
$810,481
0.31% of portfolio
|
Q4 2024
Added 0.34%
|