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 |
|---|---|---|---|---|---|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
8,125
shares
|
$2.66 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
8,119
shares
|
$2.65 Million
1.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
8,102
shares
|
$2.65 Million
1.64% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$2.64 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
8,090
shares
|
$2.64 Million
5.74% of portfolio
|
Q3 2024
Reduced 19.1%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,076
shares
|
$2.64 Million
0.96% of portfolio
|
Q4 2023
Added 18.23%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
8,067
shares
|
$2.64 Million
0.65% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
8,061
shares
|
$2.64 Million
0.28% of portfolio
|
Q3 2024
Added 37.47%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
8,050
shares
|
$2.63 Million
0.27% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
8,039
shares
|
$2.63 Million
0.37% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Nov 12, 2024 Q3 2024 |
8,026
shares
|
$2.62 Million
0.94% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
8,017
shares
|
$2.62 Million
0.65% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
8,000
shares
|
$2.62 Million
0.66% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
7,968
shares
|
$2.6 Million
1.79% of portfolio
|
Q4 2022
Reduced 1.88%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
7,934
shares
|
$2.59 Million
0.32% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
7,928
shares
|
$2.59 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
7,925
shares
|
$2.59 Million
0.2% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
7,907
shares
|
$2.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,885
shares
|
$2.58 Million
0.02% of portfolio
|
Q2 2024
Added 18.46%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
7,868
shares
|
$2.57 Million
0.83% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Cinctive Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
7,868
shares
|
$2.57 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
7,862
shares
|
$2.57 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
7,826
shares
|
$2.56 Million
0.47% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
7,820
shares
|
$2.56 Million
1.04% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
7,819
shares
|
$2.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.39%
|