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 |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
31,284
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
31,131
shares
|
$10.2 Million
0.33% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
30,912
shares
|
$10.1 Million
0.4% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$10.1 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
30,865
shares
|
$10.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
30,712
shares
|
$10 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
30,500
shares
|
$9.97 Million
0.46% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$9.82 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
30,022
shares
|
$9.81 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$9.81 Million
1.57% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
29,989
shares
|
$9.8 Million
0.83% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
29,864
shares
|
$9.76 Million
0.66% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
29,854
shares
|
$9.76 Million
0.3% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$9.72 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,726
shares
|
$9.72 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
29,660
shares
|
$9.7 Million
0.38% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
29,640
shares
|
$9.69 Million
0.61% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,557
shares
|
$9.66 Million
0.91% of portfolio
|
Q3 2024
Added 901.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,526
shares
|
$9.65 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$9.6 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
29,268
shares
|
$9.57 Million
0.87% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$9.56 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Harvey Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
29,136
shares
|
$9.52 Million
2.0% of portfolio
|
Q3 2024
Added 243.79%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,128
shares
|
$9.52 Million
0.11% of portfolio
|
Q3 2024
Added 91.05%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
29,008
shares
|
$9.48 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.28%
|