Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,040 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 $253 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
1,053
shares
|
$379,027
0.11% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$377,947
0.04% of portfolio
|
Q4 2024
Added 23.97%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$376,867
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$376,507
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,046
shares
|
$376,507
0.18% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,044
shares
|
$375,787
0.05% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,041
shares
|
$374,707
0.04% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,040
shares
|
$374,348
0.06% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
1,040
shares
|
$374,348
0.23% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
1,038
shares
|
$373,628
0.22% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,037
shares
|
$373,268
0.12% of portfolio
|
Q3 2024
Reduced 56.81%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,036
shares
|
$372,908
0.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,035
shares
|
$372,548
0.09% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,035
shares
|
$372,548
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,034
shares
|
$372,188
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,032
shares
|
$371,468
0.24% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
1,030
shares
|
$370,748
0.51% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
1,029
shares
|
$370,388
0.06% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,028
shares
|
$370,028
0.31% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,027
shares
|
$369,668
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,024
shares
|
$368,588
0.16% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
1,023
shares
|
$368,228
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,021
shares
|
$367,508
0.2% of portfolio
|
Q1 2024
Reduced 13.71%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,020
shares
|
$367,149
0.16% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,020
shares
|
$367,149
0.05% of portfolio
|
Q2 2024
Added 2.0%
|