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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
3,239
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
3,235
shares
|
$1.06 Million
0.63% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
3,233
shares
|
$1.06 Million
0.57% of portfolio
|
Q3 2024
Added 80725.0%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
3,227
shares
|
$1.05 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,224
shares
|
$1.05 Million
0.77% of portfolio
|
Q3 2024
Added 37.19%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
3,216
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
Reduced 50.52%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,215
shares
|
$1.05 Million
0.18% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,213
shares
|
$1.05 Million
0.2% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
3,188
shares
|
$1.04 Million
0.57% of portfolio
|
Q2 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
3,183
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
3,163
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
3,161
shares
|
$1.03 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,154
shares
|
$1.03 Million
0.08% of portfolio
|
Q2 2023
Reduced 18.73%
|
|
|
Capital Management Associates
New York, NY |
Nov 13, 2024 Q3 2024 |
3,150
shares
|
$1.03 Million
1.02% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,142
shares
|
$1.03 Million
0.26% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,140
shares
|
$1.03 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,139
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
3,136
shares
|
$1.03 Million
0.58% of portfolio
|
Q3 2024
Added 29.32%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
3,129
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
First Bancorp, Inc
|
Oct 18, 2024 Q3 2024 |
3,124
shares
|
$1.02 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
3,123
shares
|
$1.02 Million
0.18% of portfolio
|
Q3 2024
Added 39.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,107
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Kensington Investment Counsel, LLC
|
Nov 15, 2024 Q3 2024 |
3,104
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
3,085
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2024
Reduced 61.44%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
3,075
shares
|
$1.01 Million
0.31% of portfolio
|
Q3 2024
Added 5.6%
|