Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,141 institutions that hold shares in the stock, with a total of 735 Million shares, which have been reported (via 13F filing form) to have a value of $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alliance Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,927
shares
|
$637,470
0.34% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$636,809
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
1,924
shares
|
$636,478
0.14% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
1,922
shares
|
$635,816
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$633,831
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$633,170
0.15% of portfolio
|
Q4 2022
Added 15.02%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$633,170
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,908
shares
|
$631,185
0.19% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,906
shares
|
$630,523
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,905
shares
|
$630,193
0.0% of portfolio
|
Q3 2024
Reduced 80.05%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
1,901
shares
|
$628,869
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
1,886
shares
|
$623,907
0.03% of portfolio
|
Q4 2024
Added 20.51%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,883
shares
|
$622,915
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
1,878
shares
|
$621,261
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
1,869
shares
|
$618,283
0.47% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,869
shares
|
$618,283
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,865
shares
|
$616,960
0.17% of portfolio
|
Q3 2024
Reduced 47.7%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
1,865
shares
|
$616,960
0.5% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,859
shares
|
$614,975
0.23% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$614,314
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$613,983
0.04% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,854
shares
|
$613,321
0.04% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,851
shares
|
$612,329
0.05% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$612,329
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,847
shares
|
$611,006
0.07% of portfolio
|
Q3 2024
Reduced 2.99%
|