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 |
|---|---|---|---|---|---|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
7,807
shares
|
$2.55 Million
1.27% of portfolio
|
Q3 2024
Reduced 13.75%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
7,800
shares
|
$2.55 Million
0.25% of portfolio
|
Q3 2024
Reduced 35.04%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
7,790
shares
|
$2.55 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
7,790
shares
|
$2.55 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
7,775
shares
|
$2.54 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
7,772
shares
|
$2.54 Million
0.09% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
7,757
shares
|
$2.54 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,753
shares
|
$2.53 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$2.53 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
7,714
shares
|
$2.52 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
7,708
shares
|
$2.52 Million
0.77% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
7,696
shares
|
$2.52 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,692
shares
|
$2.51 Million
0.54% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
7,684
shares
|
$2.51 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
7,618
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
7,616
shares
|
$2.49 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$2.48 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
7,599
shares
|
$2.48 Million
1.04% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,566
shares
|
$2.47 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
7,543
shares
|
$2.47 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,534
shares
|
$2.46 Million
0.08% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
7,524
shares
|
$2.46 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
7,523
shares
|
$2.46 Million
0.88% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$2.46 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,500
shares
|
$2.45 Million
0.39% of portfolio
|
Q1 2023
Added 138.1%
|