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 726 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
220
shares
|
$73,238
0.0% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
218
shares
|
$72,572
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$69,909
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
209
shares
|
$69,576
0.05% of portfolio
|
Q3 2024
Reduced 71.29%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$69,243
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Emerald Advisers, LLC
|
Oct 29, 2024 Q3 2024 |
200
shares
|
$66,580
0.0% of portfolio
|
Q2 2024
Reduced 88.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$66,580
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
200
shares
|
$66,580
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
195
shares
|
$64,915
0.04% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
192
shares
|
$63,916
0.02% of portfolio
|
Q3 2024
Added 52.38%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
191
shares
|
$63,583
0.0% of portfolio
|
Q3 2024
Reduced 11.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
182
shares
|
$60,587
0.02% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
178
shares
|
$59,256
0.01% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
176
shares
|
$58,590
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
170
shares
|
$56,592
0.04% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
170
shares
|
$56,592
0.03% of portfolio
|
Q3 2024
Reduced 52.78%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
169
shares
|
$56,260
0.01% of portfolio
|
Q3 2024
Added 168.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
168
shares
|
$55,927
0.01% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
167
shares
|
$55,594
0.04% of portfolio
|
Q3 2024
Reduced 67.76%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
165
shares
|
$54,928
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
165
shares
|
$54,928
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
158
shares
|
$52,598
0.02% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
155
shares
|
$51,599
0.02% of portfolio
|
Q2 2024
Added 29.17%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
153
shares
|
$50,933
0.01% of portfolio
|
Q1 2024
Reduced 83.11%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
150
shares
|
$49,935
0.01% of portfolio
|
Q2 2024
Added 15.38%
|