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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
24,341
shares
|
$7.96 Million
0.09% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
24,312
shares
|
$7.95 Million
0.71% of portfolio
|
Q2 2024
Reduced 19.97%
|
|
|
Marietta Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
24,271
shares
|
$7.93 Million
1.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
24,174
shares
|
$7.9 Million
3.1% of portfolio
|
Q3 2024
Added 16.93%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
24,149
shares
|
$7.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
24,099
shares
|
$7.88 Million
0.58% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
24,071
shares
|
$7.87 Million
1.3% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
24,044
shares
|
$7.86 Million
0.07% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
24,028
shares
|
$7.85 Million
0.18% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
23,999
shares
|
$7.85 Million
1.68% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
23,932
shares
|
$7.82 Million
0.42% of portfolio
|
Q3 2024
Added 971.74%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
23,866
shares
|
$7.8 Million
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pinnbrook Capital Management LP
|
Nov 13, 2024 Q3 2024 |
23,855
shares
|
$7.8 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
23,835
shares
|
$7.79 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.85%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
23,833
shares
|
$7.79 Million
0.05% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,729
shares
|
$7.76 Million
0.32% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$7.75 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
23,592
shares
|
$7.71 Million
0.15% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
23,552
shares
|
$7.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 70.29%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
23,513
shares
|
$7.69 Million
2.6% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
23,348
shares
|
$7.63 Million
0.53% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
23,300
shares
|
$7.62 Million
1.33% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
23,263
shares
|
$7.6 Million
2.15% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,240
shares
|
$7.6 Million
2.12% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$7.59 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|