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 |
|---|---|---|---|---|---|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
14,150
shares
|
$4.63 Million
1.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
14,100
shares
|
$4.61 Million
0.29% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,045
shares
|
$4.59 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
14,039
shares
|
$4.59 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
14,031
shares
|
$4.59 Million
0.09% of portfolio
|
Q3 2024
Added 84.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
14,025
shares
|
$4.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Redwood Investments, LLC
|
Nov 14, 2024 Q3 2024 |
13,998
shares
|
$4.58 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
13,990
shares
|
$4.57 Million
0.23% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
13,981
shares
|
$4.57 Million
1.89% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
13,866
shares
|
$4.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
John G Ullman & Associates Inc
|
Nov 08, 2024 Q3 2024 |
13,800
shares
|
$4.51 Million
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$4.5 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
13,758
shares
|
$4.5 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
13,693
shares
|
$4.48 Million
0.79% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
13,568
shares
|
$4.44 Million
0.62% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Oct 23, 2024 Q3 2024 |
13,522
shares
|
$4.42 Million
1.23% of portfolio
|
Q3 2024
Added 732.12%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
13,488
shares
|
$4.41 Million
0.45% of portfolio
|
Q3 2024
Added 1031.54%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
13,414
shares
|
$4.39 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
13,326
shares
|
$4.36 Million
0.15% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
13,316
shares
|
$4.35 Million
0.09% of portfolio
|
Q3 2024
Reduced 33.72%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,303
shares
|
$4.35 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$4.35 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
13,270
shares
|
$4.34 Million
0.25% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
13,258
shares
|
$4.33 Million
0.85% of portfolio
|
Q3 2024
Added 16.05%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
13,198
shares
|
$4.31 Million
0.73% of portfolio
|
Q3 2024
Reduced 16.11%
|