Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,954 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 $231 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
5,004
shares
|
$1.59 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.59 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.59 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
5,000
shares
|
$1.59 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
4,987
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 37.51%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
4,980
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 122.52%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
4,955
shares
|
$1.57 Million
0.68% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
4,952
shares
|
$1.57 Million
0.34% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,943
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
4,913
shares
|
$1.56 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
4,904
shares
|
$1.56 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
4,894
shares
|
$1.56 Million
0.67% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
4,883
shares
|
$1.55 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
4,872
shares
|
$1.55 Million
1.35% of portfolio
|
Q3 2024
Reduced 22.37%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
4,867
shares
|
$1.55 Million
0.91% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
4,865
shares
|
$1.55 Million
0.68% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
4,857
shares
|
$1.54 Million
0.61% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
4,853
shares
|
$1.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
4,852
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
4,830
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
4,829
shares
|
$1.53 Million
0.82% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
4,822
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
4,815
shares
|
$1.53 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.84%
|