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 |
|---|---|---|---|---|---|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
34,204
shares
|
$11.2 Million
1.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
34,139
shares
|
$11.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
34,067
shares
|
$11.1 Million
1.15% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
33,933
shares
|
$11.1 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
33,872
shares
|
$11.1 Million
0.68% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
33,800
shares
|
$11 Million
0.79% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
33,776
shares
|
$11 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
33,600
shares
|
$11 Million
0.79% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
33,278
shares
|
$10.9 Million
1.19% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
33,203
shares
|
$10.9 Million
0.54% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
33,170
shares
|
$10.8 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
33,142
shares
|
$10.8 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
33,012
shares
|
$10.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 22, 2024 Q1 2024 |
32,633
shares
|
$10.7 Million
1.46% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
32,504
shares
|
$10.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
32,500
shares
|
$10.6 Million
1.58% of portfolio
|
Q3 2024
Added 91.18%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
32,419
shares
|
$10.6 Million
2.1% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
32,414
shares
|
$10.6 Million
0.77% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,358
shares
|
$10.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,153
shares
|
$10.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$10.5 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
|
Meyer Handelman CO
|
Oct 10, 2024 Q3 2024 |
32,081
shares
|
$10.5 Million
0.3% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$10.4 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
31,721
shares
|
$10.4 Million
0.19% of portfolio
|
Q3 2024
Added 18.23%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
31,664
shares
|
$10.4 Million
0.14% of portfolio
|
Q3 2024
Added 1.06%
|