Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,005 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
703
shares
|
$229,768
0.05% of portfolio
|
Q4 2024
Reduced 90.27%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
699
shares
|
$228,461
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
695
shares
|
$227,153
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
694
shares
|
$226,826
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
687
shares
|
$224,539
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 15, 2024 Q3 2024 |
687
shares
|
$224,539
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
686
shares
|
$224,212
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
681
shares
|
$222,578
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
678
shares
|
$221,597
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
677
shares
|
$221,270
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
677
shares
|
$221,270
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$219,963
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
669
shares
|
$218,655
0.06% of portfolio
|
Q4 2024
Reduced 29.65%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
669
shares
|
$218,655
0.07% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
666
shares
|
$217,675
0.01% of portfolio
|
Q3 2024
Added 67.34%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
665
shares
|
$217,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
664
shares
|
$217,021
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
661
shares
|
$216,041
0.02% of portfolio
|
Q3 2024
Added 1639.47%
|
|
|
Echo45 Advisors LLC
|
Jan 17, 2025 Q4 2024 |
660
shares
|
$215,714
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
654
shares
|
$213,753
0.06% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
653
shares
|
$213,426
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
651
shares
|
$212,772
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
650
shares
|
$212,445
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$212,445
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
647
shares
|
$211,465
0.12% of portfolio
|
Q4 2024
New holding
|