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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
7,201
shares
|
$2.29 Million
0.15% of portfolio
|
Q3 2024
Added 109.45%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$2.29 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
7,187
shares
|
$2.28 Million
0.07% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,186
shares
|
$2.28 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.92%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
7,167
shares
|
$2.28 Million
0.65% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
7,143
shares
|
$2.27 Million
0.54% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
7,140
shares
|
$2.27 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
7,134
shares
|
$2.27 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
7,105
shares
|
$2.26 Million
0.33% of portfolio
|
Q3 2024
Added 15.49%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
7,097
shares
|
$2.26 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
7,093
shares
|
$2.25 Million
0.44% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
7,089
shares
|
$2.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
7,070
shares
|
$2.25 Million
0.22% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
7,047
shares
|
$2.24 Million
0.12% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
7,040
shares
|
$2.24 Million
0.41% of portfolio
|
Q3 2024
Added 23.21%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$2.23 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
7,019
shares
|
$2.23 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$2.23 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
7,014
shares
|
$2.23 Million
0.39% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Nov 12, 2024 Q3 2024 |
7,000
shares
|
$2.22 Million
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,998
shares
|
$2.22 Million
1.31% of portfolio
|
Q2 2024
Added 25.46%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
6,993
shares
|
$2.22 Million
0.23% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
6,985
shares
|
$2.22 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$2.22 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
6,972
shares
|
$2.22 Million
0.44% of portfolio
|
Q3 2024
Added 12.93%
|