Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,997 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 $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
631
shares
|
$204,797
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
631
shares
|
$204,797
0.11% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
626
shares
|
$203,174
0.06% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
624
shares
|
$202,525
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
University Of Texas
|
Nov 13, 2024 Q3 2024 |
622
shares
|
$201,876
0.03% of portfolio
|
Q3 2024
Reduced 34.53%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
618
shares
|
$200,578
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
618
shares
|
$200,578
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$199,928
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
600
shares
|
$194,736
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
600
shares
|
$194,736
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
599
shares
|
$194,411
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
591
shares
|
$191,814
0.95% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$190,841
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
584
shares
|
$189,543
0.04% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
582
shares
|
$188,893
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
577
shares
|
$187,271
0.11% of portfolio
|
Q2 2024
Reduced 45.77%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
572
shares
|
$185,648
0.01% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
571
shares
|
$185,323
0.02% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
568
shares
|
$184,350
0.02% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
566
shares
|
$183,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
545
shares
|
$176,885
0.0% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
539
shares
|
$174,937
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
539
shares
|
$174,937
0.11% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$171,692
0.01% of portfolio
|
Q3 2021
Added 12.71%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
512
shares
|
$166,174
0.01% of portfolio
|
Q3 2024
Added 27.36%
|