Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,949 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
687
shares
|
$223,226
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
687
shares
|
$223,226
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
681
shares
|
$221,277
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$218,677
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
669
shares
|
$217,378
0.07% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
666
shares
|
$216,403
0.01% of portfolio
|
Q3 2024
Added 67.34%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
665
shares
|
$216,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
661
shares
|
$214,778
0.02% of portfolio
|
Q3 2024
Added 1639.47%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$211,204
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
639
shares
|
$207,630
0.01% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$206,980
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
631
shares
|
$205,030
0.11% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
622
shares
|
$202,106
0.03% of portfolio
|
Q3 2024
Reduced 34.53%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$200,156
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$194,958
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$191,058
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
584
shares
|
$189,759
0.04% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
582
shares
|
$189,109
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
577
shares
|
$187,484
0.11% of portfolio
|
Q2 2024
Reduced 45.77%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
571
shares
|
$185,535
0.02% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
568
shares
|
$184,560
0.02% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
566
shares
|
$183,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
545
shares
|
$177,086
0.0% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
539
shares
|
$175,137
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
539
shares
|
$175,137
0.11% of portfolio
|
Q3 2024
Reduced 4.43%
|