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 |
|---|---|---|---|---|---|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,500
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.68%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$2.45 Million
0.77% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
7,450
shares
|
$2.44 Million
0.64% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Waverton Investment Management LTD
|
Nov 05, 2024 Q3 2024 |
7,433
shares
|
$2.43 Million
0.04% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$2.42 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
7,397
shares
|
$2.42 Million
0.48% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Barings LLC
|
Nov 13, 2024 Q3 2024 |
7,376
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
7,363
shares
|
$2.41 Million
1.29% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
7,350
shares
|
$2.4 Million
0.27% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
7,345
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2024
Added 52.26%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,342
shares
|
$2.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
7,339
shares
|
$2.4 Million
0.48% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,332
shares
|
$2.4 Million
0.16% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
7,332
shares
|
$2.4 Million
1.32% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
7,331
shares
|
$2.4 Million
0.16% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
7,303
shares
|
$2.39 Million
0.93% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
7,301
shares
|
$2.39 Million
0.19% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
7,289
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 25.8%
|
|
|
Granite Shares Advisors LLC
|
Oct 28, 2024 Q3 2024 |
7,269
shares
|
$2.38 Million
1.37% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,247
shares
|
$2.37 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,242
shares
|
$2.37 Million
0.46% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
7,232
shares
|
$2.36 Million
1.19% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
7,224
shares
|
$2.36 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
7,209
shares
|
$2.36 Million
0.43% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
7,203
shares
|
$2.35 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.84%
|