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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
35
shares
|
$9,371
0.0% of portfolio
|
Q4 2024
Added 105.88%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
34
shares
|
$9,103
0.0% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$9,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
32
shares
|
$8,568
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Apr 24, 2025 Q1 2025 |
31
shares
|
$8,300
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
29
shares
|
$7,765
0.0% of portfolio
|
Q4 2024
Reduced 47.27%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$7,497
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jan 28, 2025 Q4 2024 |
28
shares
|
$7,497
0.0% of portfolio
|
Q2 2024
Added 48214.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
27
shares
|
$7,229
0.0% of portfolio
|
Q4 2024
Added 237.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
27
shares
|
$7,229
0.0% of portfolio
|
Q4 2024
Added 58.82%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Feb 06, 2025 Q4 2024 |
26
shares
|
$6,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
26
shares
|
$6,961
0.0% of portfolio
|
Q3 2024
Added 188.89%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
25
shares
|
$6,694
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
24
shares
|
$6,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
24
shares
|
$6,426
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$5,890
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
21
shares
|
$5,622
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$5,355
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20
shares
|
$5,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
20
shares
|
$5,355
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
20
shares
|
$5,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
19
shares
|
$5,087
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
19
shares
|
$5,087
0.3% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
18
shares
|
$4,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
18
shares
|
$4,819
0.0% of portfolio
|
Q3 2024
New holding
|