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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
11,610
shares
|
$3.8 Million
0.04% of portfolio
|
Q3 2024
Added 35.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
11,598
shares
|
$3.79 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
11,583
shares
|
$3.79 Million
0.28% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
11,500
shares
|
$3.76 Million
0.03% of portfolio
|
Q3 2024
Added 1050.0%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
11,451
shares
|
$3.74 Million
0.15% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
11,421
shares
|
$3.73 Million
0.44% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$3.73 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
11,400
shares
|
$3.73 Million
2.0% of portfolio
|
Q3 2024
New holding
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
11,359
shares
|
$3.71 Million
1.38% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
11,356
shares
|
$3.71 Million
0.09% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Enterprise Bank & Trust CO
|
Oct 08, 2024 Q3 2024 |
11,332
shares
|
$3.7 Million
1.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
11,332
shares
|
$3.7 Million
0.38% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
11,251
shares
|
$3.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
11,221
shares
|
$3.67 Million
0.25% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
11,204
shares
|
$3.66 Million
0.58% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
11,180
shares
|
$3.65 Million
1.87% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Ov Management LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
11,157
shares
|
$3.65 Million
1.44% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,136
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$3.62 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
11,025
shares
|
$3.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$3.6 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,004
shares
|
$3.6 Million
1.03% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
10,986
shares
|
$3.59 Million
1.19% of portfolio
|
Q3 2024
Added 5505.1%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
10,981
shares
|
$3.59 Million
0.38% of portfolio
|
Q3 2024
Reduced 35.14%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$3.58 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|