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 |
|---|---|---|---|---|---|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Oct 10, 2024 Q3 2024 |
26,592
shares
|
$8.69 Million
3.54% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
26,461
shares
|
$8.65 Million
1.2% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
26,248
shares
|
$8.58 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
26,235
shares
|
$8.58 Million
0.67% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
26,183
shares
|
$8.56 Million
0.63% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$8.53 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,089
shares
|
$8.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.27%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
26,004
shares
|
$8.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
25,973
shares
|
$8.49 Million
0.41% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$8.47 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
25,801
shares
|
$8.43 Million
0.2% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
25,662
shares
|
$8.39 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
25,627
shares
|
$8.38 Million
0.25% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
25,597
shares
|
$8.37 Million
0.59% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
25,500
shares
|
$8.34 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
25,416
shares
|
$8.31 Million
2.91% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
25,409
shares
|
$8.31 Million
0.14% of portfolio
|
Q3 2024
Added 121.27%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
25,308
shares
|
$8.27 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
25,003
shares
|
$8.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Zweig Di Menna Associates LLC
|
Oct 23, 2024 Q3 2024 |
25,000
shares
|
$8.17 Million
0.72% of portfolio
|
Q3 2024
Added 1566.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
24,968
shares
|
$8.16 Million
0.06% of portfolio
|
Q3 2024
Added 1510.84%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$8.14 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
24,827
shares
|
$8.12 Million
2.76% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
24,681
shares
|
$8.07 Million
0.42% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$7.98 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|