Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,411 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 $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
21
shares
|
$6,687
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$6,368
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Lsv Asset Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20
shares
|
$6,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
20
shares
|
$6,368
0.29% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
20
shares
|
$6,368
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
19
shares
|
$6,050
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
18
shares
|
$5,731
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
18
shares
|
$5,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
18
shares
|
$5,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
17
shares
|
$5,413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
17
shares
|
$5,413
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
15
shares
|
$4,776
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
15
shares
|
$4,776
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
14
shares
|
$4,458
0.01% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2025 Q4 2024 |
14
shares
|
$4,458
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
13
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
Reduced 64.86%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
13
shares
|
$4,139
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
Reduced 48.0%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
12
shares
|
$3,821
0.0% of portfolio
|
Q4 2024
Reduced 61.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
12
shares
|
$3,821
0.0% of portfolio
|
Q4 2024
Reduced 67.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
11
shares
|
$3,502
0.36% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
11
shares
|
$3,502
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9
shares
|
$2,865
0.0% of portfolio
|
Q4 2024
Reduced 10.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
9
shares
|
$2,865
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
8
shares
|
$2,547
0.0% of portfolio
|
Q4 2024
Reduced 95.51%
|