Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,412 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 $234 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 |
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
3,073
shares
|
$952,015
0.09% of portfolio
|
Q4 2024
Added 110.62%
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
3,064
shares
|
$949,227
0.4% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,063
shares
|
$948,917
0.4% of portfolio
|
Q4 2024
Added 2.99%
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,062
shares
|
$948,607
0.98% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
3,052
shares
|
$945,509
0.8% of portfolio
|
Q4 2024
Added 16.18%
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
3,052
shares
|
$945,509
0.51% of portfolio
|
Q4 2024
Added 0.79%
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
3,040
shares
|
$941,792
0.4% of portfolio
|
Q4 2024
Added 5.74%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,035
shares
|
$940,243
0.09% of portfolio
|
Q4 2024
Added 9.61%
|
|
Corvex Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,032
shares
|
$939,313
0.04% of portfolio
|
Q2 2023
Reduced 87.06%
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
3,027
shares
|
$937,764
0.7% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,015
shares
|
$934,047
0.45% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$933,117
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
3,003
shares
|
$930,329
0.35% of portfolio
|
Q4 2024
New holding
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$929,400
0.37% of portfolio
|
Q3 2023
New holding
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,997
shares
|
$928,470
0.98% of portfolio
|
Q4 2024
New holding
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
2,975
shares
|
$921,655
0.92% of portfolio
|
Q4 2024
New holding
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,974
shares
|
$921,345
0.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
2,974
shares
|
$921,345
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,951
shares
|
$914,219
0.11% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,951
shares
|
$914,219
0.23% of portfolio
|
Q2 2024
Added 184.85%
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
2,947
shares
|
$912,980
0.09% of portfolio
|
Q4 2024
Added 10.13%
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,946
shares
|
$912,670
0.14% of portfolio
|
Q4 2024
New holding
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,943
shares
|
$911,741
0.26% of portfolio
|
Q4 2024
New holding
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
2,940
shares
|
$910,812
0.3% of portfolio
|
Q1 2024
Added 15.75%
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
2,935
shares
|
$909,263
0.56% of portfolio
|
Q4 2022
New holding
|