Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,379 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $201 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
710
shares
|
$190,109
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
707
shares
|
$189,306
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
705
shares
|
$188,770
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
705
shares
|
$188,770
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Feb 10, 2025 Q4 2024 |
700
shares
|
$187,432
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
700
shares
|
$187,432
0.05% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
696
shares
|
$186,360
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stance Capital LLC
Boston, MA |
Apr 14, 2025 Q4 2024 |
695
shares
|
$186,093
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Chiron Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
690
shares
|
$184,754
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
690
shares
|
$184,754
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
687
shares
|
$183,951
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
686
shares
|
$183,683
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
686
shares
|
$183,683
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
685
shares
|
$183,415
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
681
shares
|
$182,344
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
680
shares
|
$182,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
678
shares
|
$181,541
0.02% of portfolio
|
Q4 2024
Reduced 48.91%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
677
shares
|
$181,273
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
675
shares
|
$180,738
0.0% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
674
shares
|
$180,470
0.04% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$180,202
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
673
shares
|
$180,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
671
shares
|
$179,666
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
670
shares
|
$179,399
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
667
shares
|
$178,595
0.05% of portfolio
|
Q1 2025
Reduced 0.3%
|