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 |
|---|---|---|---|---|---|
|
Efg Asset Management (North America) Corp.
|
Nov 12, 2024 Q3 2024 |
8,646
shares
|
$2.83 Million
0.4% of portfolio
|
Q3 2024
Reduced 18.86%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.83 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
8,570
shares
|
$2.8 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,542
shares
|
$2.79 Million
0.11% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
8,507
shares
|
$2.78 Million
0.09% of portfolio
|
Q3 2024
Reduced 71.15%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
8,505
shares
|
$2.78 Million
0.67% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
8,473
shares
|
$2.77 Million
0.21% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
8,468
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
8,463
shares
|
$2.77 Million
1.99% of portfolio
|
Q3 2024
Added 27.44%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
8,451
shares
|
$2.76 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
8,444
shares
|
$2.76 Million
0.75% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
8,410
shares
|
$2.75 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
8,404
shares
|
$2.75 Million
0.54% of portfolio
|
Q3 2024
Added 14.48%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,370
shares
|
$2.74 Million
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,348
shares
|
$2.73 Million
0.54% of portfolio
|
Q2 2024
Added 4.3%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
8,348
shares
|
$2.73 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,325
shares
|
$2.72 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
8,270
shares
|
$2.7 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
8,265
shares
|
$2.7 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
8,210
shares
|
$2.68 Million
0.29% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
8,208
shares
|
$2.68 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$2.68 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,185
shares
|
$2.68 Million
0.09% of portfolio
|
Q2 2024
Added 31.95%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,168
shares
|
$2.67 Million
0.21% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
8,165
shares
|
$2.67 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.85%
|