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 |
|---|---|---|---|---|---|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
85
shares
|
$28,296
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
84
shares
|
$27,963
0.0% of portfolio
|
Q3 2024
Added 110.0%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
81
shares
|
$26,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
81
shares
|
$26,964
0.02% of portfolio
|
Q2 2024
Added 19.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$26,632
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
77
shares
|
$25,633
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
77
shares
|
$25,633
0.03% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
76
shares
|
$25,300
0.0% of portfolio
|
Q1 2023
Reduced 68.2%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$24,967
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
75
shares
|
$24,967
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
75
shares
|
$24,967
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
71
shares
|
$23,635
0.0% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
70
shares
|
$23,303
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
69
shares
|
$22,970
0.01% of portfolio
|
Q4 2022
Reduced 51.75%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
67
shares
|
$22,304
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
67
shares
|
$22,304
0.01% of portfolio
|
Q3 2024
Reduced 58.64%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
63
shares
|
$20,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
63
shares
|
$20,972
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
62
shares
|
$20,639
0.01% of portfolio
|
Q3 2023
Reduced 90.61%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
61
shares
|
$20,306
0.01% of portfolio
|
Q3 2024
Reduced 59.06%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
60
shares
|
$19,974
0.0% of portfolio
|
Q3 2022
Reduced 64.91%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$19,974
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
60
shares
|
$19,974
0.01% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
58
shares
|
$19,308
0.0% of portfolio
|
Q3 2024
Reduced 99.67%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
58
shares
|
$19,308
0.01% of portfolio
|
Q2 2023
New holding
|