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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
1,059
shares
|
$346,187
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
1,058
shares
|
$345,860
0.1% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
1,053
shares
|
$344,225
0.11% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$342,264
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
1,047
shares
|
$342,264
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,046
shares
|
$341,937
0.08% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,046
shares
|
$341,937
0.18% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
1,045
shares
|
$341,610
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,044
shares
|
$341,283
0.05% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,041
shares
|
$340,302
0.04% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,040
shares
|
$339,976
0.12% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Nov 05, 2024 Q3 2024 |
1,040
shares
|
$339,976
0.23% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
1,037
shares
|
$338,995
0.12% of portfolio
|
Q3 2024
Reduced 56.81%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
1,037
shares
|
$338,995
0.19% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
1,035
shares
|
$338,341
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
1,034
shares
|
$338,014
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
1,031
shares
|
$337,033
0.13% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
1,030
shares
|
$336,707
0.51% of portfolio
|
Q3 2024
Reduced 12.71%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,030
shares
|
$336,707
0.22% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
1,029
shares
|
$336,380
0.05% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
1,028
shares
|
$336,053
0.26% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,028
shares
|
$336,053
0.01% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,027
shares
|
$335,726
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,024
shares
|
$334,745
0.16% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,023
shares
|
$334,418
0.08% of portfolio
|
Q3 2024
Reduced 16.15%
|