Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 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 $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2024 Q3 2024 |
37,485
shares
|
$12.3 Million
2.71% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
37,465
shares
|
$12.2 Million
0.67% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
37,293
shares
|
$12.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$12.1 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$12.1 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
36,976
shares
|
$12.1 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
36,897
shares
|
$12.1 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
36,658
shares
|
$12 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
36,628
shares
|
$12 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$11.9 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
36,432
shares
|
$11.9 Million
1.57% of portfolio
|
Q3 2024
Added 35.89%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
36,263
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
36,213
shares
|
$11.8 Million
3.01% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
35,875
shares
|
$11.7 Million
1.04% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
35,867
shares
|
$11.7 Million
0.2% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
35,710
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2024 Q3 2024 |
35,459
shares
|
$11.6 Million
2.17% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$11.6 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$11.6 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
35,188
shares
|
$11.5 Million
0.45% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$11.5 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
35,103
shares
|
$11.5 Million
0.35% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,963
shares
|
$11.4 Million
0.4% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,918
shares
|
$11.4 Million
0.08% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
34,269
shares
|
$11.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.31%
|