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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,133
shares
|
$401,082
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,132
shares
|
$400,728
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,131
shares
|
$400,374
0.02% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$400,020
0.22% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
1,130
shares
|
$400,020
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,129
shares
|
$399,666
0.07% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,129
shares
|
$399,666
0.25% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,125
shares
|
$398,250
0.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,125
shares
|
$398,250
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,124
shares
|
$397,896
0.09% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,121
shares
|
$396,834
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,120
shares
|
$396,480
0.05% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,116
shares
|
$395,064
0.05% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,116
shares
|
$395,064
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$394,356
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$394,356
0.24% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,113
shares
|
$394,002
0.08% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,113
shares
|
$394,002
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,112
shares
|
$393,648
0.16% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,109
shares
|
$392,586
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,107
shares
|
$391,878
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$391,524
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
1,105
shares
|
$391,170
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
1,102
shares
|
$390,108
0.06% of portfolio
|
Q4 2024
Reduced 22.28%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
1,101
shares
|
$389,754
0.23% of portfolio
|
Q4 2024
Reduced 12.69%
|