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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
10,112
shares
|
$3.31 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
10,110
shares
|
$3.3 Million
1.73% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Verde Capital Management
|
Oct 18, 2024 Q3 2024 |
10,078
shares
|
$3.29 Million
0.86% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
10,056
shares
|
$3.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
10,046
shares
|
$3.28 Million
1.97% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
9,978
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
9,962
shares
|
$3.26 Million
0.27% of portfolio
|
Q3 2024
Reduced 15.83%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
9,950
shares
|
$3.25 Million
0.77% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,935
shares
|
$3.25 Million
0.1% of portfolio
|
Q3 2024
Added 36.64%
|
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Nov 01, 2024 Q3 2024 |
9,900
shares
|
$3.24 Million
2.23% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,866
shares
|
$3.23 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
9,815
shares
|
$3.21 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
9,804
shares
|
$3.2 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
9,788
shares
|
$3.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 32.22%
|
|
|
Scharf Investments, LLC
|
Oct 15, 2024 Q3 2024 |
9,763
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
9,748
shares
|
$3.19 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
9,748
shares
|
$3.19 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
9,745
shares
|
$3.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 19.28%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
9,721
shares
|
$3.18 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
9,696
shares
|
$3.17 Million
1.14% of portfolio
|
Q3 2024
Added 35.02%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
9,690
shares
|
$3.17 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
9,664
shares
|
$3.16 Million
0.8% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
9,639
shares
|
$3.15 Million
0.42% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Oct 24, 2024 Q3 2024 |
9,628
shares
|
$3.15 Million
0.31% of portfolio
|
Q3 2024
Reduced 28.83%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
9,615
shares
|
$3.14 Million
1.78% of portfolio
|
Q4 2024
Added 3.19%
|