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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
15
shares
|
$4,993
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
15
shares
|
$4,993
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
14
shares
|
$4,660
0.0% of portfolio
|
Q2 2024
Reduced 65.85%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
13
shares
|
$4,327
0.0% of portfolio
|
Q2 2024
Added 116.67%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
12
shares
|
$3,994
0.09% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
10
shares
|
$3,329
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
9
shares
|
$2,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
9
shares
|
$2,996
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
8
shares
|
$2,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
8
shares
|
$2,663
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
8
shares
|
$2,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
7
shares
|
$2,330
0.0% of portfolio
|
Q3 2024
Reduced 99.72%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
6
shares
|
$1,997
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5
shares
|
$1,664
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,664
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3
shares
|
$998
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
2
shares
|
$665
0.0% of portfolio
|
Q3 2024
Reduced 100.0%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2
shares
|
$665
0.02% of portfolio
|
Q3 2024
Reduced 99.18%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1
shares
|
$332
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|