Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,921 institutions that hold shares in the stock, with a total of 750 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
4,538
shares
|
$1.46 Million
0.75% of portfolio
|
Q2 2024
Added 4.25%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
4,526
shares
|
$1.46 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,522
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,498
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,496
shares
|
$1.45 Million
0.11% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,478
shares
|
$1.44 Million
0.22% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
4,465
shares
|
$1.44 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
4,464
shares
|
$1.44 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
4,449
shares
|
$1.43 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
4,421
shares
|
$1.42 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
4,405
shares
|
$1.42 Million
0.51% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,403
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Reduced 32.21%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,400
shares
|
$1.42 Million
0.56% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
4,395
shares
|
$1.41 Million
0.61% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,387
shares
|
$1.41 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
4,386
shares
|
$1.41 Million
0.18% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,380
shares
|
$1.41 Million
0.43% of portfolio
|
Q3 2024
Reduced 12.35%
|
|
|
Birinyi Associates Inc
|
Aug 01, 2024 Q2 2024 |
4,358
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
4,340
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
4,339
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Aug 02, 2024 Q2 2024 |
4,339
shares
|
$1.4 Million
0.77% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
4,325
shares
|
$1.39 Million
0.19% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Aug 12, 2024 Q2 2024 |
4,319
shares
|
$1.39 Million
0.76% of portfolio
|
Q2 2024
Added 59.14%
|