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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,866
shares
|
$6.82 Million
0.41% of portfolio
|
Q3 2024
Added 25.71%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$6.8 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
20,682
shares
|
$6.76 Million
0.95% of portfolio
|
Q3 2024
Added 59.07%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
20,676
shares
|
$6.76 Million
3.32% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
20,658
shares
|
$6.75 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$6.75 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$6.72 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
20,455
shares
|
$6.69 Million
1.7% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
20,455
shares
|
$6.69 Million
0.98% of portfolio
|
Q3 2024
Added 72.67%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
20,336
shares
|
$6.65 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.12%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
20,121
shares
|
$6.58 Million
0.32% of portfolio
|
Q3 2024
Added 71.45%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,101
shares
|
$6.57 Million
0.11% of portfolio
|
Q3 2024
Reduced 72.34%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
20,074
shares
|
$6.56 Million
0.29% of portfolio
|
Q3 2024
Added 26.75%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
20,060
shares
|
$6.56 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
20,029
shares
|
$6.55 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$6.54 Million
0.67% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
19,934
shares
|
$6.52 Million
2.03% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,902
shares
|
$6.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,818
shares
|
$6.48 Million
1.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
19,747
shares
|
$6.46 Million
1.35% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,693
shares
|
$6.44 Million
0.13% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
19,574
shares
|
$6.4 Million
0.13% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
19,523
shares
|
$6.38 Million
0.22% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
19,520
shares
|
$6.38 Million
2.19% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
19,368
shares
|
$6.33 Million
1.26% of portfolio
|
Q3 2024
Added 1.1%
|