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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
19,334
shares
|
$6.32 Million
0.45% of portfolio
|
Q3 2024
Added 252.1%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
19,318
shares
|
$6.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
19,233
shares
|
$6.29 Million
0.44% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
19,229
shares
|
$6.29 Million
0.92% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$6.28 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,220
shares
|
$6.28 Million
0.21% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$6.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
19,163
shares
|
$6.26 Million
1.94% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
19,155
shares
|
$6.26 Million
0.72% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
19,008
shares
|
$6.21 Million
0.09% of portfolio
|
Q3 2024
Added 25.37%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
19,000
shares
|
$6.21 Million
0.18% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
18,936
shares
|
$6.19 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$6.18 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
18,865
shares
|
$6.17 Million
0.1% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
18,830
shares
|
$6.16 Million
0.14% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$6.15 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
18,780
shares
|
$6.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 9.56%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
18,723
shares
|
$6.12 Million
1.45% of portfolio
|
Q3 2024
Reduced 16.61%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
18,613
shares
|
$6.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 48.25%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
18,540
shares
|
$6.06 Million
0.38% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
18,500
shares
|
$6.05 Million
2.25% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
18,442
shares
|
$6.03 Million
0.34% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
18,396
shares
|
$6.01 Million
0.28% of portfolio
|
Q3 2024
Reduced 13.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
18,360
shares
|
$6 Million
0.27% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$6 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|