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 |
---|---|---|---|---|---|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 06, 2024 Q3 2024 |
15,243
shares
|
$4.98 Million
1.44% of portfolio
|
Q3 2024
Added 1.34%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
15,211
shares
|
$4.97 Million
1.28% of portfolio
|
Q3 2024
Added 7.07%
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
15,169
shares
|
$4.96 Million
1.76% of portfolio
|
Q3 2024
Added 1.99%
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
15,149
shares
|
$4.95 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
Mirova
Paris, I0 |
Nov 13, 2024 Q3 2024 |
15,084
shares
|
$4.93 Million
0.72% of portfolio
|
Q1 2024
Added 12.0%
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
15,068
shares
|
$4.93 Million
2.43% of portfolio
|
Q3 2024
Added 16.12%
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Nov 12, 2024 Q3 2024 |
15,000
shares
|
$4.9 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$4.87 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
14,900
shares
|
$4.87 Million
0.67% of portfolio
|
Q3 2024
Added 5.26%
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
14,823
shares
|
$4.85 Million
1.59% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
14,735
shares
|
$4.82 Million
1.58% of portfolio
|
Q3 2024
Added 2.4%
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
14,718
shares
|
$4.81 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,615
shares
|
$4.78 Million
0.61% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
14,600
shares
|
$4.77 Million
1.29% of portfolio
|
Q3 2024
Added 27.56%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
14,588
shares
|
$4.77 Million
0.01% of portfolio
|
Q3 2024
Reduced 93.85%
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
14,572
shares
|
$4.76 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
14,542
shares
|
$4.75 Million
1.45% of portfolio
|
Q3 2024
Added 12.35%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,539
shares
|
$4.75 Million
0.12% of portfolio
|
Q3 2024
Added 37.52%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
14,538
shares
|
$4.75 Million
0.37% of portfolio
|
Q3 2024
Added 1.67%
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
14,513
shares
|
$4.74 Million
0.33% of portfolio
|
Q3 2024
Reduced 20.19%
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
14,406
shares
|
$4.71 Million
1.58% of portfolio
|
Q4 2024
Added 0.41%
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
14,329
shares
|
$4.68 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
14,307
shares
|
$4.68 Million
0.2% of portfolio
|
Q3 2024
Reduced 26.59%
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
14,274
shares
|
$4.67 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
14,234
shares
|
$4.65 Million
0.15% of portfolio
|
Q3 2024
Added 20.32%
|