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 |
|---|---|---|---|---|---|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,263
shares
|
$412,874
0.19% of portfolio
|
Q2 2024
Added 34.65%
|
|
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
Nov 07, 2024 Q3 2024 |
1,262
shares
|
$412,547
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,262
shares
|
$412,547
0.05% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
1,261
shares
|
$412,220
0.22% of portfolio
|
Q2 2024
Reduced 61.82%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,260
shares
|
$411,894
0.02% of portfolio
|
Q3 2024
Reduced 98.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,259
shares
|
$411,567
0.02% of portfolio
|
Q3 2024
Reduced 86.22%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,255
shares
|
$410,259
0.03% of portfolio
|
Q3 2024
Reduced 73.3%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,251
shares
|
$408,951
0.11% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,249
shares
|
$408,298
0.12% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,249
shares
|
$408,298
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,246
shares
|
$407,317
0.18% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,242
shares
|
$406,009
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
1,232
shares
|
$402,740
0.01% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,231
shares
|
$402,413
0.04% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,229
shares
|
$401,760
0.08% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,225
shares
|
$400,452
0.28% of portfolio
|
Q2 2024
Added 544.74%
|
|
|
Glassy Mountain Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
1,224
shares
|
$400,125
0.12% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
1,224
shares
|
$400,125
0.04% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
1,222
shares
|
$399,471
0.08% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,218
shares
|
$398,164
0.05% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
1,215
shares
|
$397,183
0.02% of portfolio
|
Q3 2024
Reduced 7.6%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
1,215
shares
|
$397,183
0.13% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,214
shares
|
$396,856
3.44% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
1,213
shares
|
$396,529
0.1% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1,213
shares
|
$396,529
0.05% of portfolio
|
Q3 2024
Added 38.15%
|