Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,071 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 $258 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,634
shares
|
$578,436
0.12% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,630
shares
|
$577,020
0.05% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
1,630
shares
|
$577,020
0.2% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
1,628
shares
|
$576,312
0.34% of portfolio
|
Q2 2024
Reduced 45.55%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
1,626
shares
|
$575,604
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,622
shares
|
$574,188
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,622
shares
|
$574,188
0.32% of portfolio
|
Q4 2024
Added 3.18%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,621
shares
|
$573,834
0.11% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,619
shares
|
$573,126
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$572,772
0.03% of portfolio
|
Q3 2024
Added 222.95%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,614
shares
|
$571,356
0.13% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
1,604
shares
|
$567,816
0.34% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
1,591
shares
|
$563,214
0.18% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 21, 2025 Q4 2024 |
1,590
shares
|
$562,860
0.84% of portfolio
|
Q3 2024
Reduced 76.82%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
1,588
shares
|
$562,152
0.11% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,585
shares
|
$561,090
0.06% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
1,575
shares
|
$557,550
0.22% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,572
shares
|
$556,488
0.25% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
1,572
shares
|
$556,488
0.15% of portfolio
|
Q4 2024
Added 31.11%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,566
shares
|
$554,364
0.04% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,565
shares
|
$554,010
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,561
shares
|
$552,594
0.08% of portfolio
|
Q4 2024
Reduced 52.65%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,559
shares
|
$551,886
0.02% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$549,762
0.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$549,408
0.1% of portfolio
|
Q2 2023
Added 12.87%
|