Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,030 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 $243 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
912
shares
|
$304,498
0.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
909
shares
|
$303,496
0.03% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
906
shares
|
$302,495
0.12% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
903
shares
|
$301,493
0.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
898
shares
|
$299,824
0.04% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
898
shares
|
$299,824
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
897
shares
|
$299,490
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
895
shares
|
$298,822
0.16% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
894
shares
|
$298,488
0.11% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
892
shares
|
$297,820
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
891
shares
|
$297,487
0.05% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$297,153
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
887
shares
|
$296,151
0.01% of portfolio
|
Q3 2024
Reduced 65.23%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
886
shares
|
$295,817
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
883
shares
|
$294,816
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
883
shares
|
$294,816
0.12% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
880
shares
|
$293,814
0.14% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
880
shares
|
$293,814
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
877
shares
|
$292,812
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
877
shares
|
$292,812
0.17% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
873
shares
|
$291,477
0.14% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
873
shares
|
$291,477
0.02% of portfolio
|
Q3 2024
Added 1243.08%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jan 22, 2025 Q4 2024 |
872
shares
|
$291,143
0.19% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
871
shares
|
$290,809
0.03% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
869
shares
|
$290,141
0.0% of portfolio
|
Q3 2024
Reduced 99.17%
|