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 |
|---|---|---|---|---|---|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
17,181
shares
|
$5.62 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$5.59 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,003
shares
|
$5.56 Million
0.56% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
16,972
shares
|
$5.55 Million
0.27% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,883
shares
|
$5.52 Million
0.13% of portfolio
|
Q3 2024
Added 112.79%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
16,852
shares
|
$5.51 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
16,803
shares
|
$5.49 Million
0.33% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
16,794
shares
|
$5.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
16,743
shares
|
$5.47 Million
0.42% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
16,637
shares
|
$5.44 Million
1.13% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
16,629
shares
|
$5.44 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Oct 21, 2024 Q3 2024 |
16,617
shares
|
$5.43 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
16,585
shares
|
$5.42 Million
1.78% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
16,583
shares
|
$5.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
16,474
shares
|
$5.39 Million
0.07% of portfolio
|
Q3 2024
Added 20.79%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
16,347
shares
|
$5.34 Million
1.41% of portfolio
|
Q3 2024
Added 6.28%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
16,345
shares
|
$5.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
16,202
shares
|
$5.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Rba Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
16,172
shares
|
$5.29 Million
1.71% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
16,172
shares
|
$5.29 Million
0.71% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
De Burlo Group Inc
Boston, MA |
Nov 12, 2024 Q3 2024 |
16,164
shares
|
$5.28 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$5.26 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
16,093
shares
|
$5.26 Million
0.2% of portfolio
|
Q3 2024
Reduced 42.6%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
16,055
shares
|
$5.25 Million
1.33% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$5.24 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|