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 |
---|---|---|---|---|---|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
1,359
shares
|
$481,086
0.08% of portfolio
|
Q2 2024
Added 11.03%
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,354
shares
|
$479,316
0.31% of portfolio
|
Q4 2024
New holding
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,349
shares
|
$477,546
0.02% of portfolio
|
Q3 2024
Added 13.36%
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
1,344
shares
|
$475,776
0.24% of portfolio
|
Q3 2024
Added 28.74%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,343
shares
|
$475,422
0.06% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
1,340
shares
|
$474,360
0.02% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$473,652
0.1% of portfolio
|
Q1 2024
New holding
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
1,334
shares
|
$472,236
0.06% of portfolio
|
Q4 2024
Added 3.89%
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,327
shares
|
$469,758
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,327
shares
|
$469,758
0.03% of portfolio
|
Q3 2024
Added 7.36%
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,326
shares
|
$469,404
0.14% of portfolio
|
Q3 2024
Added 12.18%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,323
shares
|
$468,342
0.09% of portfolio
|
Q3 2024
Reduced 48.36%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
1,322
shares
|
$467,988
0.33% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$466,926
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,319
shares
|
$466,926
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,316
shares
|
$465,864
0.07% of portfolio
|
Q3 2024
Added 3.79%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,314
shares
|
$465,156
0.13% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,310
shares
|
$463,740
0.1% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,308
shares
|
$463,032
0.16% of portfolio
|
Q3 2024
Reduced 38.42%
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1,305
shares
|
$461,970
0.08% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
1,304
shares
|
$461,616
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
1,301
shares
|
$460,554
0.23% of portfolio
|
Q3 2024
New holding
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$460,200
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,298
shares
|
$459,492
0.21% of portfolio
|
Q3 2024
Added 0.08%
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,296
shares
|
$458,784
0.03% of portfolio
|
Q3 2024
Added 0.23%
|