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 753 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
16,314
shares
|
$4.38 Million
0.09% of portfolio
|
Q4 2024
Added 62.23%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
16,269
shares
|
$4.37 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
16,261
shares
|
$4.37 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
16,203
shares
|
$4.35 Million
0.23% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
16,187
shares
|
$4.35 Million
0.42% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,108
shares
|
$4.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
16,106
shares
|
$4.33 Million
1.45% of portfolio
|
Q1 2025
Added 45.37%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,104
shares
|
$4.33 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$4.33 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$4.31 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
16,023
shares
|
$4.31 Million
1.22% of portfolio
|
Q4 2024
Added 24.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
16,003
shares
|
$4.3 Million
0.16% of portfolio
|
Q1 2025
Added 104.77%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
15,985
shares
|
$4.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 53.18%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
15,948
shares
|
$4.29 Million
0.38% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
15,872
shares
|
$4.26 Million
0.27% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
15,837
shares
|
$4.26 Million
0.26% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
15,702
shares
|
$4.22 Million
1.62% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
15,700
shares
|
$4.22 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$4.21 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
15,624
shares
|
$4.2 Million
0.19% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15,621
shares
|
$4.2 Million
1.4% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
15,596
shares
|
$4.19 Million
1.48% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
De Burlo Group Inc
Boston, MA |
Feb 14, 2025 Q4 2024 |
15,564
shares
|
$4.18 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
15,522
shares
|
$4.17 Million
4.58% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
15,388
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.59%
|