Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
12,498
shares
|
$4.09 Million
0.62% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
12,492
shares
|
$4.08 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
12,486
shares
|
$4.08 Million
0.28% of portfolio
|
Q3 2024
Added 26.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
12,441
shares
|
$4.07 Million
0.35% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
12,424
shares
|
$4.06 Million
0.13% of portfolio
|
Q3 2024
Added 74.37%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$4.04 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
12,302
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.22%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
12,228
shares
|
$4 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,214
shares
|
$3.99 Million
0.07% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Carmignac Gestion
Paris, I0 |
Nov 13, 2024 Q3 2024 |
12,212
shares
|
$3.99 Million
0.06% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$3.99 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
12,144
shares
|
$3.97 Million
0.77% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
12,082
shares
|
$3.95 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
12,052
shares
|
$3.94 Million
2.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
12,034
shares
|
$3.93 Million
1.47% of portfolio
|
Q3 2024
Added 73.25%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
11,999
shares
|
$3.92 Million
0.21% of portfolio
|
Q3 2024
Added 27.51%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$3.91 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
11,933
shares
|
$3.9 Million
1.35% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
11,909
shares
|
$3.89 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$3.88 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
11,786
shares
|
$3.85 Million
0.69% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,711
shares
|
$3.83 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
11,708
shares
|
$3.83 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
11,696
shares
|
$3.82 Million
0.85% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
11,638
shares
|
$3.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.15%
|