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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$18,975
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
|
Carolina Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
55
shares
|
$18,309
0.01% of portfolio
|
Q3 2024
Added 111.54%
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
54
shares
|
$17,976
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
53
shares
|
$17,643
0.01% of portfolio
|
Q3 2024
Reduced 97.99%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
51
shares
|
$16,977
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
50
shares
|
$16,645
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$16,645
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
50
shares
|
$16,645
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
50
shares
|
$16,645
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
50
shares
|
$16,645
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
50
shares
|
$16,645
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
49
shares
|
$16,312
0.0% of portfolio
|
Q3 2024
Added 104.17%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
48
shares
|
$15,979
0.01% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
47
shares
|
$15,646
0.0% of portfolio
|
Q3 2023
Reduced 16.07%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
47
shares
|
$15,646
0.0% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
45
shares
|
$14,980
0.0% of portfolio
|
Q2 2024
Reduced 70.0%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
45
shares
|
$14,980
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$14,647
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
44
shares
|
$14,647
0.0% of portfolio
|
Q3 2024
Reduced 50.56%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
43
shares
|
$14,314
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
42
shares
|
$13,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
42
shares
|
$13,981
0.0% of portfolio
|
Q2 2023
Reduced 23.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
42
shares
|
$13,981
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
40
shares
|
$13,316
0.01% of portfolio
|
Q3 2024
Reduced 61.9%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
37
shares
|
$12,317
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|