Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,100 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $248 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
40
shares
|
$13,569
0.01% of portfolio
|
Q3 2024
Reduced 61.9%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
37
shares
|
$12,551
0.0% of portfolio
|
Q3 2024
Added 208.33%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
36
shares
|
$12,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
35
shares
|
$11,873
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
35
shares
|
$11,873
0.0% of portfolio
|
Q4 2024
Added 105.88%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
35
shares
|
$11,873
0.01% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
34
shares
|
$11,534
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
34
shares
|
$11,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
32
shares
|
$10,855
0.0% of portfolio
|
Q2 2024
Added 220.0%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
31
shares
|
$10,516
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
30
shares
|
$10,177
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
29
shares
|
$9,837
0.01% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$9,498
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$9,498
0.0% of portfolio
|
Q4 2024
Reduced 99.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
26
shares
|
$8,820
0.0% of portfolio
|
Q3 2024
Added 188.89%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$8,481
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$8,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$7,463
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
21
shares
|
$7,124
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$6,784
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
20
shares
|
$6,784
0.29% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
19
shares
|
$6,445
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$6,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
18
shares
|
$6,106
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
17
shares
|
$5,767
0.0% of portfolio
|
Q4 2024
New holding
|