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 726 Million shares, which have been reported (via 13F filing form) to have a value of $242 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
292
shares
|
$97,206
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Quattro Financial Advisors LLC
|
Oct 16, 2024 Q3 2024 |
289
shares
|
$96,208
2.13% of portfolio
|
Q3 2024
Reduced 99.61%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
288
shares
|
$95,875
0.04% of portfolio
|
Q3 2024
Reduced 38.2%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
284
shares
|
$94,543
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
283
shares
|
$94,210
0.03% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
273
shares
|
$90,881
0.02% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
272
shares
|
$90,548
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
270
shares
|
$89,883
0.06% of portfolio
|
Q4 2023
Reduced 18.18%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
269
shares
|
$89,550
0.03% of portfolio
|
Q3 2024
Reduced 64.97%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$88,551
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
266
shares
|
$88,551
0.01% of portfolio
|
Q3 2024
Reduced 25.28%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
262
shares
|
$87,219
0.02% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
261
shares
|
$86,886
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
259
shares
|
$86,221
0.0% of portfolio
|
Q3 2024
Added 25.73%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
256
shares
|
$85,222
0.01% of portfolio
|
Q3 2024
Added 8433.33%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
252
shares
|
$83,890
0.03% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
248
shares
|
$82,559
0.06% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
239
shares
|
$79,563
0.03% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
238
shares
|
$79,230
0.01% of portfolio
|
Q3 2024
Added 67.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
237
shares
|
$78,897
0.01% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
235
shares
|
$78,231
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
230
shares
|
$76,567
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
229
shares
|
$76,234
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
223
shares
|
$74,236
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
223
shares
|
$74,236
0.02% of portfolio
|
Q2 2024
Added 197.33%
|