Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,918 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
31
shares
|
$9,634
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
31
shares
|
$9,634
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$8,701
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
25
shares
|
$7,769
0.0% of portfolio
|
Q2 2024
Added 78.57%
|
|
|
Bollard Group LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
25
shares
|
$7,769
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
24
shares
|
$7,458
0.58% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
24
shares
|
$7,458
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
22
shares
|
$6,837
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
21
shares
|
$6,526
0.0% of portfolio
|
Q2 2024
Reduced 59.62%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$6,215
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$6,215
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
19
shares
|
$5,904
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$5,904
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
18
shares
|
$5,594
0.0% of portfolio
|
Q3 2021
Added 125.0%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$5,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
18
shares
|
$5,594
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
17
shares
|
$5,283
0.0% of portfolio
|
Q2 2024
Added 41.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
17
shares
|
$5,283
0.0% of portfolio
|
Q2 2024
Added 30.77%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
16
shares
|
$4,972
0.01% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
15
shares
|
$4,661
0.0% of portfolio
|
Q4 2023
Reduced 21.05%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
15
shares
|
$4,661
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
15
shares
|
$4,661
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
14
shares
|
$4,350
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,040
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
13
shares
|
$4,040
0.0% of portfolio
|
Q1 2024
Added 116.67%
|