Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,124 institutions that hold shares in the stock, with a total of 732 Million shares, which have been reported (via 13F filing form) to have a value of $255 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,495
shares
|
$494,560
0.18% of portfolio
|
Q1 2024
Added 106.21%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,495
shares
|
$494,560
0.21% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,494
shares
|
$494,230
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,483
shares
|
$490,591
0.11% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Veery Capital, LLC
|
Jan 15, 2025 Q4 2024 |
1,475
shares
|
$487,944
0.19% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Hickory Asset Management, Inc.
Concord, OH |
Jan 30, 2025 Q4 2024 |
1,472
shares
|
$486,952
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,468
shares
|
$485,629
0.04% of portfolio
|
Q3 2024
Reduced 32.01%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
1,467
shares
|
$485,298
0.06% of portfolio
|
Q4 2024
Added 87.6%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
1,462
shares
|
$483,644
0.31% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
1,459
shares
|
$482,651
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,459
shares
|
$482,651
0.29% of portfolio
|
Q3 2024
Reduced 45.68%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$482,651
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
1,457
shares
|
$481,990
0.4% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
1,451
shares
|
$480,005
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$479,674
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,449
shares
|
$479,343
0.19% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,446
shares
|
$478,351
0.37% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,446
shares
|
$478,351
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
1,444
shares
|
$477,689
0.35% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,443
shares
|
$477,358
0.08% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,441
shares
|
$476,697
0.28% of portfolio
|
Q2 2023
Reduced 8.39%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
1,432
shares
|
$473,719
0.18% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2024 Q3 2024 |
1,431
shares
|
$473,389
0.24% of portfolio
|
Q3 2024
Reduced 62.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,429
shares
|
$472,727
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,428
shares
|
$472,396
0.24% of portfolio
|
Q4 2024
Reduced 6.79%
|