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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,213
shares
|
$3.01 Million
0.27% of portfolio
|
Q3 2024
Added 22.46%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
9,204
shares
|
$3.01 Million
0.45% of portfolio
|
Q3 2024
Added 275.67%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
9,204
shares
|
$3.01 Million
0.35% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
9,150
shares
|
$2.99 Million
0.83% of portfolio
|
Q4 2023
Added 94.68%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
9,140
shares
|
$2.99 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
9,135
shares
|
$2.99 Million
0.04% of portfolio
|
Q3 2024
Reduced 96.55%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
9,123
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.97 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
9,079
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.93 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,968
shares
|
$2.93 Million
0.14% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
8,947
shares
|
$2.92 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
8,936
shares
|
$2.92 Million
0.15% of portfolio
|
Q3 2024
Added 19.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,917
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 23.97%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
8,896
shares
|
$2.91 Million
0.58% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.9 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
8,882
shares
|
$2.9 Million
0.24% of portfolio
|
Q3 2024
Reduced 42.98%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
8,825
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
8,804
shares
|
$2.88 Million
0.73% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
8,742
shares
|
$2.86 Million
0.06% of portfolio
|
Q3 2024
Added 33.96%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
8,727
shares
|
$2.85 Million
0.89% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,702
shares
|
$2.84 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,696
shares
|
$2.84 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Nov 14, 2024 Q3 2024 |
8,690
shares
|
$2.84 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
8,661
shares
|
$2.83 Million
0.28% of portfolio
|
Q3 2024
Added 2.04%
|