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 |
|---|---|---|---|---|---|
|
Kerrisdale Advisers, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
16,041
shares
|
$5.24 Million
1.66% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
16,002
shares
|
$5.23 Million
0.34% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
15,951
shares
|
$5.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
15,935
shares
|
$5.21 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
15,931
shares
|
$5.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
15,899
shares
|
$5.2 Million
0.16% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Oct 16, 2024 Q3 2024 |
15,877
shares
|
$5.19 Million
0.86% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
15,832
shares
|
$5.18 Million
1.31% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
15,807
shares
|
$5.17 Million
0.42% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
15,708
shares
|
$5.13 Million
0.21% of portfolio
|
Q3 2024
Added 46.24%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
15,708
shares
|
$5.13 Million
0.27% of portfolio
|
Q4 2024
Added 14.06%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$5.13 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
15,659
shares
|
$5.12 Million
0.69% of portfolio
|
Q4 2024
Added 85.67%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
15,624
shares
|
$5.11 Million
0.16% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Bey Douglas LLC
Marietta, GA |
Nov 12, 2024 Q3 2024 |
15,589
shares
|
$5.1 Million
3.8% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
15,556
shares
|
$5.09 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
15,543
shares
|
$5.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,460
shares
|
$5.05 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,442
shares
|
$5.05 Million
0.2% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
15,416
shares
|
$5.04 Million
0.55% of portfolio
|
Q3 2024
Added 289.88%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
15,399
shares
|
$5.03 Million
0.04% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
15,373
shares
|
$5.03 Million
0.86% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
15,330
shares
|
$5.01 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$5 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Arlington Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
15,255
shares
|
$4.99 Million
1.06% of portfolio
|
Q3 2024
Added 1.65%
|