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 |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$696,072
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Riversedge Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,024
shares
|
$695,385
0.16% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,024
shares
|
$695,385
0.16% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
2,024
shares
|
$695,385
0.2% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,022
shares
|
$694,698
0.25% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,020
shares
|
$694,011
0.64% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,019
shares
|
$693,667
0.14% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
2,013
shares
|
$691,606
0.1% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
2,003
shares
|
$688,170
0.4% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
2,001
shares
|
$687,483
0.24% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$687,140
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$687,140
0.12% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,995
shares
|
$685,422
0.05% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
1,994
shares
|
$685,078
0.09% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$684,391
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
1,988
shares
|
$683,017
0.55% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,971
shares
|
$677,176
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
1,970
shares
|
$676,832
0.19% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,963
shares
|
$674,427
0.17% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,962
shares
|
$674,084
0.06% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,957
shares
|
$672,366
0.33% of portfolio
|
Q4 2024
Added 11.7%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,956
shares
|
$672,022
0.35% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,955
shares
|
$671,679
0.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
1,950
shares
|
$669,961
0.07% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,949
shares
|
$669,617
0.43% of portfolio
|
Q4 2024
Added 15.74%
|