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 |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
1,842
shares
|
$602,149
0.25% of portfolio
|
Q3 2024
Reduced 17.73%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,839
shares
|
$601,169
0.09% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,828
shares
|
$597,573
0.06% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
1,823
shares
|
$595,938
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$594,958
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,820
shares
|
$594,958
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,818
shares
|
$594,304
0.03% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
1,818
shares
|
$594,304
0.01% of portfolio
|
Q1 2024
Reduced 45.21%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
1,815
shares
|
$593,323
0.1% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
1,814
shares
|
$592,996
0.1% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Oct 29, 2024 Q3 2024 |
1,814
shares
|
$592,996
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
1,811
shares
|
$592,015
0.39% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Oct 29, 2024 Q3 2024 |
1,810
shares
|
$591,689
0.16% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,804
shares
|
$589,727
0.1% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,803
shares
|
$589,400
0.13% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,803
shares
|
$589,400
0.03% of portfolio
|
Q3 2024
Reduced 22.95%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
1,803
shares
|
$589,400
0.57% of portfolio
|
Q4 2024
Added 15.06%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$588,420
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,798
shares
|
$587,766
0.08% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,793
shares
|
$586,131
0.28% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
1,777
shares
|
$580,901
0.01% of portfolio
|
Q3 2024
Added 127.24%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$580,901
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Oct 28, 2024 Q3 2024 |
1,773
shares
|
$579,593
0.12% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,773
shares
|
$579,593
0.15% of portfolio
|
Q3 2024
Reduced 18.48%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,772
shares
|
$579,266
0.09% of portfolio
|
Q3 2024
Added 111.96%
|