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 |
|---|---|---|---|---|---|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
790
shares
|
$256,694
0.0% of portfolio
|
Q3 2024
Reduced 80.65%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
787
shares
|
$255,719
0.2% of portfolio
|
Q3 2024
Reduced 33.75%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
784
shares
|
$254,745
0.01% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
783
shares
|
$254,420
0.06% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
782
shares
|
$254,095
0.03% of portfolio
|
Q3 2024
Reduced 78.22%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
778
shares
|
$252,795
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
778
shares
|
$252,795
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
777
shares
|
$252,470
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
777
shares
|
$252,470
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
776
shares
|
$252,145
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
775
shares
|
$251,820
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
772
shares
|
$250,845
0.12% of portfolio
|
Q3 2024
Reduced 14.22%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
771
shares
|
$250,521
0.05% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
769
shares
|
$249,871
0.19% of portfolio
|
Q3 2024
Added 15.47%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
767
shares
|
$249,221
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
765
shares
|
$248,571
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
765
shares
|
$248,571
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
764
shares
|
$248,246
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
764
shares
|
$248,246
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
764
shares
|
$248,246
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
763
shares
|
$247,921
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
759
shares
|
$246,621
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
756
shares
|
$245,647
0.03% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
756
shares
|
$245,647
0.02% of portfolio
|
Q3 2024
Reduced 10.64%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
754
shares
|
$244,997
0.03% of portfolio
|
Q3 2024
New holding
|