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 |
|---|---|---|---|---|---|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
3,839
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,823
shares
|
$1.25 Million
0.42% of portfolio
|
Q3 2024
Added 30.61%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
3,823
shares
|
$1.25 Million
0.7% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Nov 13, 2024 Q3 2024 |
3,800
shares
|
$1.24 Million
0.56% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$1.24 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
3,795
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,793
shares
|
$1.24 Million
0.18% of portfolio
|
Q3 2024
Added 111.31%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
3,779
shares
|
$1.24 Million
0.37% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
3,767
shares
|
$1.23 Million
0.9% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
3,763
shares
|
$1.23 Million
0.27% of portfolio
|
Q3 2024
Reduced 49.63%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
3,756
shares
|
$1.23 Million
0.25% of portfolio
|
Q3 2024
Added 42.17%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
3,748
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$1.22 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,729
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Capital Wealth Planning, LLC
|
Nov 12, 2024 Q3 2024 |
3,726
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 65.32%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
3,722
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,704
shares
|
$1.21 Million
0.24% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
3,697
shares
|
$1.21 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
3,693
shares
|
$1.21 Million
0.56% of portfolio
|
Q3 2024
Added 24.76%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,692
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,692
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
3,685
shares
|
$1.2 Million
0.81% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
3,684
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,680
shares
|
$1.2 Million
0.15% of portfolio
|
Q3 2024
Added 16.12%
|