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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,062
shares
|
$365,476
0.08% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
1,062
shares
|
$365,476
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,060
shares
|
$364,788
0.01% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
1,059
shares
|
$364,444
0.02% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
1,059
shares
|
$364,444
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,058
shares
|
$364,100
0.1% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,058
shares
|
$364,100
0.01% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
1,055
shares
|
$363,067
0.11% of portfolio
|
Q1 2023
Added 7.3%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
1,053
shares
|
$362,379
0.14% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$361,347
0.04% of portfolio
|
Q4 2024
Added 23.97%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
1,048
shares
|
$360,658
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$360,314
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$359,970
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,046
shares
|
$359,970
0.18% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,041
shares
|
$358,249
0.04% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
1,040
shares
|
$357,905
0.06% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
1,040
shares
|
$357,905
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
|
$357,217
0.22% of portfolio
|
Q4 2024
Added 13.69%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,037
shares
|
$356,873
0.12% of portfolio
|
Q3 2024
Reduced 56.81%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
1,036
shares
|
$356,529
0.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,035
shares
|
$356,184
0.09% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,035
shares
|
$356,184
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,034
shares
|
$355,840
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,032
shares
|
$355,152
0.24% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
1,030
shares
|
$354,464
0.51% of portfolio
|
Q3 2024
Reduced 12.71%
|