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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,789
shares
|
$591,819
0.05% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,788
shares
|
$591,488
0.07% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
1,786
shares
|
$590,826
0.09% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
1,780
shares
|
$588,841
0.03% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$587,849
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
1,773
shares
|
$586,526
0.14% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,773
shares
|
$586,526
0.15% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$586,195
0.09% of portfolio
|
Q3 2024
Added 111.96%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,770
shares
|
$585,533
0.42% of portfolio
|
Q4 2024
Added 10.56%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,768
shares
|
$584,872
0.28% of portfolio
|
Q4 2024
Reduced 12.56%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
1,768
shares
|
$584,872
0.03% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,763
shares
|
$583,218
0.06% of portfolio
|
Q4 2024
Added 12.87%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
1,763
shares
|
$583,218
0.07% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$583,218
0.14% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
1,758
shares
|
$581,563
0.41% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$581,233
0.02% of portfolio
|
Q2 2024
Added 17.53%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,756
shares
|
$580,902
0.0% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,744
shares
|
$576,932
0.24% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
1,738
shares
|
$574,947
0.29% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,736
shares
|
$574,286
0.05% of portfolio
|
Q2 2024
Added 29.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,735
shares
|
$573,955
0.19% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,733
shares
|
$573,293
0.33% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$572,962
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,723
shares
|
$569,985
0.31% of portfolio
|
Q3 2024
Added 19.24%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
1,720
shares
|
$568,993
0.16% of portfolio
|
Q4 2024
Reduced 1.04%
|