Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,425 institutions that hold shares in the stock, with a total of 755 Million shares, which have been reported (via 13F filing form) to have a value of $209 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
619
shares
|
$176,155
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
619
shares
|
$176,155
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
618
shares
|
$175,870
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
618
shares
|
$175,870
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
616
shares
|
$175,301
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
616
shares
|
$175,301
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$175,301
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
616
shares
|
$175,301
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
615
shares
|
$175,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
611
shares
|
$173,878
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
610
shares
|
$173,593
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
610
shares
|
$173,593
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
609
shares
|
$173,309
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
608
shares
|
$173,024
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
607
shares
|
$172,740
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Jan 29, 2025 Q4 2024 |
605
shares
|
$172,170
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
604
shares
|
$171,886
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
602
shares
|
$171,317
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
602
shares
|
$171,317
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
601
shares
|
$171,032
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
600
shares
|
$170,748
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
600
shares
|
$170,748
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
600
shares
|
$170,748
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
599
shares
|
$170,463
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Jan 15, 2025 Q4 2024 |
591
shares
|
$168,186
0.95% of portfolio
|
Q4 2024
Added 32.51%
|