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 |
|---|---|---|---|---|---|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,916
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
10,880
shares
|
$3.56 Million
0.06% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
10,867
shares
|
$3.55 Million
0.5% of portfolio
|
Q3 2023
Added 579.19%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,807
shares
|
$3.53 Million
0.1% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
10,784
shares
|
$3.53 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
10,746
shares
|
$3.51 Million
0.09% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
10,714
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
10,692
shares
|
$3.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 31.95%
|
|
|
Gpm Growth Investors, Inc.
|
Nov 08, 2024 Q3 2024 |
10,662
shares
|
$3.49 Million
1.27% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
10,651
shares
|
$3.48 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,597
shares
|
$3.46 Million
0.19% of portfolio
|
Q3 2024
Added 138.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
10,586
shares
|
$3.46 Million
0.27% of portfolio
|
Q3 2024
Added 50.56%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
10,541
shares
|
$3.45 Million
0.29% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
10,524
shares
|
$3.44 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
10,514
shares
|
$3.44 Million
0.37% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,493
shares
|
$3.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,481
shares
|
$3.43 Million
0.2% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
10,366
shares
|
$3.39 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
10,360
shares
|
$3.39 Million
0.69% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
10,357
shares
|
$3.39 Million
0.31% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,331
shares
|
$3.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
10,322
shares
|
$3.37 Million
0.35% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,270
shares
|
$3.36 Million
0.31% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,225
shares
|
$3.34 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
10,154
shares
|
$3.32 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.52%
|