Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,951 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
895
shares
|
$290,812
0.16% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
894
shares
|
$290,487
0.09% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
892
shares
|
$289,837
0.04% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
891
shares
|
$289,512
0.04% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$289,187
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
888
shares
|
$288,537
0.1% of portfolio
|
Q3 2024
Added 22.65%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
887
shares
|
$288,212
0.01% of portfolio
|
Q3 2024
Reduced 65.23%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
886
shares
|
$287,887
0.01% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
885
shares
|
$287,563
0.13% of portfolio
|
Q3 2024
Added 9.26%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 08, 2024 Q3 2024 |
883
shares
|
$286,913
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
883
shares
|
$286,913
0.12% of portfolio
|
Q4 2024
Reduced 9.81%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Oct 31, 2024 Q3 2024 |
883
shares
|
$286,913
0.16% of portfolio
|
Q2 2024
Reduced 59.2%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
880
shares
|
$285,938
0.14% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
877
shares
|
$284,963
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
877
shares
|
$284,963
0.17% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
873
shares
|
$283,663
0.14% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
873
shares
|
$283,663
0.02% of portfolio
|
Q3 2024
Added 1243.08%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
871
shares
|
$283,014
0.03% of portfolio
|
Q3 2024
Reduced 29.7%
|
|
|
Woodline Partners LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
869
shares
|
$282,364
0.0% of portfolio
|
Q3 2024
Reduced 99.17%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
868
shares
|
$282,039
0.08% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Account Management LLC
|
Nov 04, 2024 Q3 2024 |
865
shares
|
$281,064
0.28% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
865
shares
|
$281,064
0.09% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
864
shares
|
$280,739
0.14% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
863
shares
|
$280,414
0.11% of portfolio
|
Q3 2024
Reduced 85.13%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
862
shares
|
$280,089
0.1% of portfolio
|
Q3 2024
Added 0.35%
|