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 |
|---|---|---|---|---|---|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
9,608
shares
|
$3.14 Million
0.27% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
9,591
shares
|
$3.14 Million
1.61% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$3.13 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
9,567
shares
|
$3.13 Million
0.28% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$3.13 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,555
shares
|
$3.12 Million
0.15% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
9,538
shares
|
$3.12 Million
0.18% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
9,528
shares
|
$3.11 Million
0.37% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
9,526
shares
|
$3.11 Million
0.33% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
9,491
shares
|
$3.1 Million
0.37% of portfolio
|
Q3 2024
Added 57.19%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
9,481
shares
|
$3.1 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Nov 04, 2024 Q3 2024 |
9,449
shares
|
$3.09 Million
1.83% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
9,448
shares
|
$3.09 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,389
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
9,353
shares
|
$3.06 Million
0.14% of portfolio
|
Q3 2024
Added 88.42%
|
|
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
9,330
shares
|
$3.05 Million
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,328
shares
|
$3.05 Million
1.33% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
9,327
shares
|
$3.05 Million
0.73% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
9,318
shares
|
$3.05 Million
0.28% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
9,312
shares
|
$3.04 Million
1.56% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,296
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
9,276
shares
|
$3.03 Million
0.89% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
9,275
shares
|
$3.03 Million
0.74% of portfolio
|
Q3 2024
Reduced 54.61%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
9,262
shares
|
$3.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
9,224
shares
|
$3.02 Million
0.19% of portfolio
|
Q3 2024
Added 3.36%
|