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 |
Nvest Financial, LLC
|
Jan 22, 2025 Q4 2024 |
2,806
shares
|
$869,298
0.5% of portfolio
|
Q4 2024
Added 1.12%
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,802
shares
|
$868,059
0.37% of portfolio
|
Q4 2024
Added 2.19%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
2,800
shares
|
$867,440
0.12% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
2,798
shares
|
$866,820
0.47% of portfolio
|
Q3 2024
Added 18.16%
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
2,794
shares
|
$865,581
0.79% of portfolio
|
Q4 2024
New holding
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,791
shares
|
$864,651
0.08% of portfolio
|
Q4 2024
Reduced 99.7%
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,790
shares
|
$864,342
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$858,146
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
Nichols & Pratt Advisers LLP
|
Feb 05, 2025 Q4 2024 |
2,755
shares
|
$853,499
0.06% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
2,754
shares
|
$853,189
0.5% of portfolio
|
Q4 2024
Added 36.74%
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
2,748
shares
|
$851,330
0.26% of portfolio
|
Q4 2024
New holding
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,746
shares
|
$850,710
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$846,993
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,725
shares
|
$844,205
0.07% of portfolio
|
Q4 2024
Added 19.31%
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$841,726
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$841,107
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$837,389
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,703
shares
|
$837,389
0.21% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
2,702
shares
|
$837,079
0.4% of portfolio
|
Q4 2024
Added 95.51%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,700
shares
|
$836,460
0.02% of portfolio
|
Q4 2024
Added 0.56%
|
|
Ehp Funds Inc.
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$836,460
0.93% of portfolio
|
Q4 2024
New holding
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,698
shares
|
$835,840
0.46% of portfolio
|
Q4 2024
Added 2.78%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,695
shares
|
$834,911
0.44% of portfolio
|
Q4 2024
Added 13.43%
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$828,715
0.09% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$827,785
0.37% of portfolio
|
Q1 2023
Added 1.48%
|