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 |
|---|---|---|---|---|---|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,257
shares
|
$775,437
0.17% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
2,252
shares
|
$773,719
0.48% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
2,248
shares
|
$772,345
0.04% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
2,244
shares
|
$770,971
0.19% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
2,239
shares
|
$769,253
0.03% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$763,756
0.12% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,220
shares
|
$762,725
0.18% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,216
shares
|
$761,351
0.04% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
2,212
shares
|
$759,976
0.26% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,205
shares
|
$757,571
0.22% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,202
shares
|
$756,541
0.08% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,194
shares
|
$753,792
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
2,194
shares
|
$753,792
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
2,192
shares
|
$753,105
0.07% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
2,180
shares
|
$748,982
0.07% of portfolio
|
Q4 2024
Added 124.51%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
2,180
shares
|
$748,982
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,175
shares
|
$747,264
0.41% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
2,174
shares
|
$746,921
0.05% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
2,164
shares
|
$743,485
0.06% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,162
shares
|
$742,798
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,160
shares
|
$742,111
0.06% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$741,424
0.07% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,146
shares
|
$737,301
0.05% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
2,140
shares
|
$735,239
0.13% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
2,133
shares
|
$732,834
0.15% of portfolio
|
Q4 2024
Added 1.91%
|