Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,412 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $234 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
244
shares
|
$75,591
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
238
shares
|
$73,732
0.03% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
235
shares
|
$72,803
0.02% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
235
shares
|
$72,803
0.0% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
231
shares
|
$71,563
0.01% of portfolio
|
Q4 2024
Added 63.83%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
231
shares
|
$71,563
0.02% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
224
shares
|
$69,395
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
223
shares
|
$69,085
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
218
shares
|
$67,536
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
212
shares
|
$65,677
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$65,058
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$64,438
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
206
shares
|
$63,818
0.01% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
202
shares
|
$62,579
0.05% of portfolio
|
Q4 2024
Added 1246.67%
|
|
|
Emerald Advisers, LLC
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$61,960
0.0% of portfolio
|
Q2 2024
Reduced 88.67%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$61,960
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
200
shares
|
$61,960
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
200
shares
|
$61,960
0.03% of portfolio
|
Q4 2024
Added 9.89%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
200
shares
|
$61,960
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
200
shares
|
$61,960
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
196
shares
|
$60,720
0.02% of portfolio
|
Q4 2024
Added 106.32%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
193
shares
|
$59,791
0.01% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
190
shares
|
$58,862
1.0% of portfolio
|
Q4 2024
Reduced 97.65%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
190
shares
|
$58,862
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
190
shares
|
$58,862
0.05% of portfolio
|
Q4 2024
Reduced 2.56%
|