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 |
|---|---|---|---|---|---|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
8
shares
|
$2,547
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
8
shares
|
$2,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
8
shares
|
$2,547
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
8
shares
|
$2,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
7
shares
|
$2,229
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
6
shares
|
$1,910
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5
shares
|
$1,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,592
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4
shares
|
$1,273
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
3
shares
|
$955
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$636
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$636
0.02% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
2
shares
|
$636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1
shares
|
$318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|