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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
111
shares
|
$36,951
0.01% of portfolio
|
Q2 2021
Added 122.0%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
110
shares
|
$36,619
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
110
shares
|
$36,619
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$36,286
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
108
shares
|
$35,953
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
108
shares
|
$35,953
0.01% of portfolio
|
Q3 2024
Added 145.45%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$34,954
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
105
shares
|
$34,954
0.02% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
103
shares
|
$34,288
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
101
shares
|
$33,622
0.01% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
100
shares
|
$33,290
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$33,290
0.02% of portfolio
|
Q2 2024
Added 2400.0%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$33,290
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
100
shares
|
$33,290
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$33,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$32,291
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
97
shares
|
$32,291
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
95
shares
|
$31,625
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
94
shares
|
$31,292
0.01% of portfolio
|
Q2 2024
Reduced 51.55%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
93
shares
|
$30,959
0.02% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
93
shares
|
$30,959
0.01% of portfolio
|
Q3 2024
Added 34.78%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
91
shares
|
$30,293
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
90
shares
|
$29,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
89
shares
|
$29,628
0.01% of portfolio
|
Q3 2024
Reduced 51.1%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
88
shares
|
$29,295
0.0% of portfolio
|
Q3 2024
Reduced 98.77%
|