Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,109 institutions that hold shares in the stock, with a total of 730 Million shares, which have been reported (via 13F filing form) to have a value of $251 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,135
shares
|
$390,598
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,134
shares
|
$390,254
0.1% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,133
shares
|
$389,910
0.12% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,132
shares
|
$389,566
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$388,878
0.22% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
1,130
shares
|
$388,878
0.27% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,129
shares
|
$388,534
0.07% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,129
shares
|
$388,534
0.25% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
1,125
shares
|
$387,157
0.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,125
shares
|
$387,157
0.2% of portfolio
|
Q1 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,124
shares
|
$386,813
0.09% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 24, 2025 Q4 2024 |
1,121
shares
|
$385,780
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,120
shares
|
$385,436
0.05% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
1,119
shares
|
$385,092
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,116
shares
|
$384,060
0.05% of portfolio
|
Q4 2024
Added 12.27%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,114
shares
|
$383,371
0.2% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$383,371
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,114
shares
|
$383,371
0.24% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,113
shares
|
$383,027
0.1% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,113
shares
|
$383,027
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
1,110
shares
|
$381,995
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,107
shares
|
$380,962
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,107
shares
|
$380,962
0.19% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$380,618
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,105
shares
|
$380,274
0.11% of portfolio
|
Q4 2024
Reduced 12.72%
|