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 |
|---|---|---|---|---|---|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
2,549
shares
|
$833,268
0.21% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
2,546
shares
|
$832,287
0.71% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,541
shares
|
$830,652
0.21% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
2,536
shares
|
$829,018
0.12% of portfolio
|
Q3 2024
Added 99.37%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
2,532
shares
|
$827,710
0.42% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
2,530
shares
|
$827,057
0.2% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
2,530
shares
|
$827,057
0.35% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
2,525
shares
|
$825,422
0.24% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,524
shares
|
$825,095
0.05% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,523
shares
|
$824,768
0.42% of portfolio
|
Q2 2024
Added 26.72%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,518
shares
|
$823,134
0.07% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,516
shares
|
$822,480
0.05% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
2,514
shares
|
$821,826
0.15% of portfolio
|
Q3 2024
Added 56.05%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
2,514
shares
|
$821,826
0.52% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
2,506
shares
|
$819,211
0.21% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
2,495
shares
|
$815,615
0.2% of portfolio
|
Q3 2024
Reduced 46.88%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
2,487
shares
|
$813,000
0.35% of portfolio
|
Q2 2023
Added 3.58%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
2,487
shares
|
$813,000
0.27% of portfolio
|
Q3 2024
Added 197.13%
|
|
|
Xr Securities LLC
|
Oct 25, 2024 Q3 2024 |
2,479
shares
|
$810,385
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,467
shares
|
$806,462
0.58% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,458
shares
|
$803,520
0.17% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,456
shares
|
$802,866
0.14% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,450
shares
|
$800,905
0.06% of portfolio
|
Q3 2024
Added 9.72%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 07, 2025 Q4 2024 |
2,447
shares
|
$799,924
0.18% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,438
shares
|
$796,982
0.39% of portfolio
|
Q3 2024
Added 3.22%
|