Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,949 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 $240 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
753
shares
|
$244,672
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
750
shares
|
$243,697
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
749
shares
|
$243,372
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
748
shares
|
$243,047
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
748
shares
|
$243,047
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
748
shares
|
$243,047
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
748
shares
|
$243,047
0.03% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
747
shares
|
$242,722
0.08% of portfolio
|
Q3 2024
Reduced 93.21%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
747
shares
|
$242,722
0.04% of portfolio
|
Q3 2024
Reduced 42.0%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
747
shares
|
$242,722
0.05% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
743
shares
|
$241,422
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Nov 12, 2024 Q3 2024 |
743
shares
|
$241,422
0.02% of portfolio
|
Q3 2024
Reduced 64.72%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
743
shares
|
$241,422
0.07% of portfolio
|
Q3 2024
Reduced 53.82%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
741
shares
|
$240,773
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
736
shares
|
$239,148
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 06, 2024 Q3 2024 |
736
shares
|
$239,148
0.84% of portfolio
|
Q3 2024
Reduced 25.88%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
736
shares
|
$239,148
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
734
shares
|
$238,498
0.0% of portfolio
|
Q3 2024
Reduced 97.91%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
733
shares
|
$238,173
0.01% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
731
shares
|
$237,523
0.04% of portfolio
|
Q3 2024
Reduced 21.73%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
731
shares
|
$237,523
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
728
shares
|
$236,549
0.16% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
727
shares
|
$236,224
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
724
shares
|
$235,249
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
707
shares
|
$229,725
0.04% of portfolio
|
Q3 2024
Added 1.0%
|