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 |
|---|---|---|---|---|---|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
4,217
shares
|
$1.38 Million
0.46% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,209
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,209
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
4,201
shares
|
$1.37 Million
0.56% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
4,201
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 84.83%
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,196
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
4,194
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2024
Added 76.22%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
4,183
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Added 21.42%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,182
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
4,179
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,149
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
4,142
shares
|
$1.35 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
4,141
shares
|
$1.35 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
4,136
shares
|
$1.35 Million
0.91% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,135
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.85%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,128
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
4,112
shares
|
$1.34 Million
0.02% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$1.34 Million
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
4,098
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$1.34 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
4,089
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2024
Added 9.36%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,080
shares
|
$1.33 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$1.33 Million
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$1.33 Million
0.03% of portfolio
|
Q1 2024
Added 18.05%
|