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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$4.31 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Atom Investors LP
Austin, TX |
Nov 14, 2024 Q3 2024 |
13,179
shares
|
$4.31 Million
0.4% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,108
shares
|
$4.29 Million
0.5% of portfolio
|
Q3 2024
Added 21.29%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
13,040
shares
|
$4.26 Million
0.39% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
13,037
shares
|
$4.26 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
12,993
shares
|
$4.25 Million
1.36% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
12,977
shares
|
$4.24 Million
0.11% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
12,971
shares
|
$4.24 Million
1.0% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
12,958
shares
|
$4.24 Million
0.25% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,928
shares
|
$4.23 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,918
shares
|
$4.22 Million
0.2% of portfolio
|
Q3 2024
Added 18.97%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
12,917
shares
|
$4.22 Million
1.4% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
12,901
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 13, 2024 Q3 2024 |
12,900
shares
|
$4.22 Million
0.78% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
12,900
shares
|
$4.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,900
shares
|
$4.22 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$4.22 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12,866
shares
|
$4.21 Million
0.77% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
12,860
shares
|
$4.2 Million
0.75% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
12,807
shares
|
$4.19 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$4.19 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
12,753
shares
|
$4.17 Million
0.76% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
12,690
shares
|
$4.15 Million
1.45% of portfolio
|
Q3 2024
Reduced 54.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
12,639
shares
|
$4.13 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
12,613
shares
|
$4.12 Million
2.1% of portfolio
|
Q3 2024
Added 23.41%
|