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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
18,279
shares
|
$5.98 Million
1.5% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
18,218
shares
|
$5.96 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
18,190
shares
|
$5.95 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
18,133
shares
|
$5.93 Million
0.52% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$5.92 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
18,096
shares
|
$5.92 Million
1.26% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Nov 04, 2024 Q3 2024 |
18,054
shares
|
$5.9 Million
2.11% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
18,009
shares
|
$5.89 Million
1.23% of portfolio
|
Q1 2024
Reduced 37.0%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
17,994
shares
|
$5.88 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
17,982
shares
|
$5.88 Million
0.9% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
17,866
shares
|
$5.84 Million
0.36% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
17,800
shares
|
$5.82 Million
0.55% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
17,731
shares
|
$5.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 82.17%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
17,694
shares
|
$5.78 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
17,607
shares
|
$5.76 Million
1.17% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Harbour Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,594
shares
|
$5.75 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
17,522
shares
|
$5.73 Million
1.2% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
17,500
shares
|
$5.72 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
17,483
shares
|
$5.72 Million
1.43% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$5.71 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
17,397
shares
|
$5.69 Million
0.19% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,360
shares
|
$5.67 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
17,298
shares
|
$5.65 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
17,185
shares
|
$5.62 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
17,181
shares
|
$5.62 Million
1.56% of portfolio
|
Q3 2024
Added 1.19%
|