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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,296
shares
|
$458,784
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,293
shares
|
$457,722
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$455,244
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$454,536
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$454,536
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,283
shares
|
$454,182
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,281
shares
|
$453,474
0.09% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,275
shares
|
$451,350
0.18% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
1,266
shares
|
$448,164
0.17% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,266
shares
|
$448,164
0.09% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$447,102
0.07% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$447,102
0.19% of portfolio
|
Q2 2024
Added 34.65%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,262
shares
|
$446,748
0.21% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
1,262
shares
|
$446,748
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,260
shares
|
$446,040
0.21% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$446,040
0.02% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,259
shares
|
$445,686
0.02% of portfolio
|
Q3 2024
Reduced 86.22%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$444,270
0.03% of portfolio
|
Q3 2024
Reduced 73.3%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$443,562
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$442,854
0.11% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$442,146
0.14% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
1,249
shares
|
$442,146
0.13% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,249
shares
|
$442,146
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,242
shares
|
$439,668
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,240
shares
|
$438,960
0.32% of portfolio
|
Q4 2024
New holding
|