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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,293
shares
|
$449,873
0.03% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,290
shares
|
$448,829
0.05% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
1,289
shares
|
$448,481
0.13% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$447,437
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$446,742
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
1,284
shares
|
$446,742
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
1,283
shares
|
$446,394
0.09% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,281
shares
|
$445,698
0.09% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
1,274
shares
|
$443,262
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
1,270
shares
|
$441,871
0.09% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Sitrin Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,266
shares
|
$440,479
0.23% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$439,435
0.07% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$439,435
0.19% of portfolio
|
Q2 2024
Added 34.65%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,262
shares
|
$439,087
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
|
$439,087
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,260
shares
|
$438,391
0.21% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$438,391
0.02% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,259
shares
|
$438,043
0.02% of portfolio
|
Q3 2024
Reduced 86.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,258
shares
|
$437,695
0.15% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$436,652
0.03% of portfolio
|
Q3 2024
Reduced 73.3%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
1,253
shares
|
$435,956
0.13% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$434,564
0.14% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
1,249
shares
|
$434,564
0.13% of portfolio
|
Q4 2024
Reduced 23.14%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,249
shares
|
$434,564
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,242
shares
|
$432,129
0.1% of portfolio
|
Q3 2024
New holding
|