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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
1,240
shares
|
$431,433
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,239
shares
|
$431,085
0.23% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,231
shares
|
$428,301
0.04% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,225
shares
|
$426,214
0.28% of portfolio
|
Q2 2024
Added 544.74%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
1,224
shares
|
$425,866
0.14% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,224
shares
|
$425,866
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
1,222
shares
|
$425,170
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
1,222
shares
|
$425,170
0.25% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
1,221
shares
|
$424,822
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,218
shares
|
$423,778
0.16% of portfolio
|
Q4 2024
Added 21.56%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,218
shares
|
$423,778
0.05% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
1,218
shares
|
$423,778
0.48% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,215
shares
|
$422,734
0.02% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$422,387
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,213
shares
|
$422,039
0.12% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,208
shares
|
$420,299
0.06% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Exane Asset Management
|
Jan 28, 2025 Q4 2024 |
1,205
shares
|
$419,255
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,204
shares
|
$418,907
0.01% of portfolio
|
Q4 2024
Added 54.76%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,202
shares
|
$418,211
0.06% of portfolio
|
Q4 2024
Reduced 27.02%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,201
shares
|
$417,863
0.05% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
1,201
shares
|
$417,863
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
1,200
shares
|
$417,516
0.12% of portfolio
|
Q4 2024
Added 24.35%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
1,200
shares
|
$417,516
0.17% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,194
shares
|
$415,428
0.02% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,193
shares
|
$415,080
0.09% of portfolio
|
Q4 2024
Reduced 2.93%
|